◆ Preferred Stock Research

ⓘ Guide
🧭 Guided ⚡ Expert

"What if I invested $10K" Calculator

USB-P-R — $10,000 invested 2021-06-01

Value Today (dividends reinvested)
$8,160
Total Return
-18.4%
Annualized
-3.96%
Held
5.0 yrs
Shares bought397.14 @ $25.18
Price now$15.64 (-37.9% price-only)
Dividends collected (20 payments)$1,985.70 (+19.9% income)
Value if dividends taken as cash$8,197 (-18.0%)
Value if dividends reinvested (DRIP)$8,160 (-18.4%)

The income return is where preferreds earn their keep — the dividend stream often dwarfs price movement. View USB-P-R →

About this site

This site tracks preferred stocks and baby bonds — investments that pay regular, scheduled dividends. Every figure shown is drawn from companies' SEC filings and live market quotes.

What you're looking at
A preferred stock sits between a common stock and a bond. It usually trades near a $25 face value and pays a fixed dividend on a set schedule. Baby bonds are similar, but they are debt that matures on a stated date.
Key terms
YieldAnnual income as a % of the price. Higher means more income — but check why a yield is unusually high.
ParThe face value, almost always $25 — the price the company can redeem the share at.
Discount / PremiumWhether the share trades below par (a discount) or above it (a premium).
Call dateThe first date the company is allowed to buy the share back from you at par.
Finding your way around
SearchLook up any symbol or company in the box at the top.
Lists & ScreenerBrowse by highest yield, largest discount, monthly payers, ETFs and more.
Ask the dataThe chat box answers plain questions like “highest-yield monthly REIT under par.”
$10K CalculatorSee what a past investment would be worth today.

This is information, not investment advice.

💬 Ask the data
Preferred Stock Assistant
Ask me anything — e.g. "highest-yield monthly REIT preferred under par" or "what if I'd put $10k in SACH-P-A in 2022?"
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