Dividends YTD Year-to-Date
Dividends YTD (Year-to-Date) is the total cash dividends you’ve received from January 1st to today across your stocks/ETFs. It tracks income only — not price gains or losses.
Formula
Dividends YTD = Sum of all dividend payments received this calendar year.
Dividends YTD = Sum of all dividend payments received this calendar year.
Quick example
Mar: $20, Jun: $25, Sep: $15 → Dividends YTD = $60.
Mar: $20, Jun: $25, Sep: $15 → Dividends YTD = $60.
Why track it?
- Measure your portfolio’s income this year
- Compare progress vs last year
- Monitor if your dividend strategy is working
Where you’ll see it
- Broker apps (e.g., Schwab, Fidelity): in History / Income / Dividends views.
- Your own tracker: sum the year’s dividend transactions.
Mini calculator (optional)
Dividends YTD: $0.00
Tips
- Reinvested? Even if you use DRIP, the cash paid still counts toward Dividends YTD.
- Currency: Track in one currency for clean totals (e.g., USD).
- Compare yearly: Keep a simple table by year to see growth.
Tags:
Invest _ Learning