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Scottish Mortgage Investment Trust (CHIX:SMTL) 5-Year Yield-on-Cost % : 0.61 (As of Jun. 07, 2024)


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What is Scottish Mortgage Investment Trust 5-Year Yield-on-Cost %?

Scottish Mortgage Investment Trust's yield on cost for the quarter that ended in Mar. 2024 was 0.61.


The historical rank and industry rank for Scottish Mortgage Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

CHIX:SMTl' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.29   Med: 0.81   Max: 2.21
Current: 0.61


During the past 13 years, Scottish Mortgage Investment Trust's highest Yield on Cost was 2.21. The lowest was 0.29. And the median was 0.81.


CHIX:SMTl's 5-Year Yield-on-Cost % is ranked worse than
96.45% of 1212 companies
in the Asset Management industry
Industry Median: 5.875 vs CHIX:SMTl: 0.61

Competitive Comparison of Scottish Mortgage Investment Trust's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Scottish Mortgage Investment Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Scottish Mortgage Investment Trust's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Scottish Mortgage Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Scottish Mortgage Investment Trust's 5-Year Yield-on-Cost % falls into.



Scottish Mortgage Investment Trust 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Scottish Mortgage Investment Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Scottish Mortgage Investment Trust  (CHIX:SMTl) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Scottish Mortgage Investment Trust 5-Year Yield-on-Cost % Related Terms

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Scottish Mortgage Investment Trust (CHIX:SMTL) Business Description

Traded in Other Exchanges
Address
1 Greenside Row, Calton Square, Edinburgh, GBR, EH1 3AN
Scottish Mortgage Investment Trust PLC is an investment trust company. The company's objective is to maximize total return from a portfolio of long term investments chosen on a global basis enabling the company to provide capital and dividend growth. It focuses on investment in quoted securities irrespective of any geographical, industry and sector exposure. The portfolio also invests in fixed income securities, convertible securities, funds, unquoted entities, and other assets.

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