Accumulated Other Comprehensive Income (Historical)
Returns historical accumulated other comprehensive income (AOCI) for a company. AOCI includes unrealized gains and losses that bypass the income statement and are recorded directly in shareholders' equity. This often includes foreign currency translation adjustments, unrealized gains/losses on securities, and pension liability adjustments.
Supported Symbols
| Type | Format | Example |
|---|---|---|
| US Stocks | SYMBOL | AAPL, MSFT |
| ETFs | SYMBOL | SPY, QQQ |
| International | SYMBOL | SHOP, TSM |
Parameters
| Parameter | Description |
|---|---|
| Symbol | Stock ticker symbol |
| Year | Fiscal year (2020, 2021) or period code (lq, ly, lt) |
| Quarter | Optional: 1, 2, 3, or 4 for quarterly data |
| TTM | Optional: Set to "TTM" for trailing twelve months |
AOCI Components
| Component | Description |
|---|---|
| Foreign Currency | Translation adjustments from foreign subsidiaries |
| Securities | Unrealized gains/losses on available-for-sale securities |
| Pensions | Pension and post-retirement liability adjustments |
| Hedges | Cash flow hedge gains/losses |
Notes
- AOCI is often negative, especially for companies with foreign operations when USD strengthens
- Large pension obligations can significantly impact AOCI
- Values can be volatile due to market and currency fluctuations
Syntax
=hf_Accumulated_Other_Comprehensive_Income(Symbol, Year, [Quarter], [TTM])Parameters
Stock ticker symbol
Fiscal year or period code (lq, ly, etc.)
Calendar quarter (1-4)
Set to 'TTM' for trailing twelve months
Returns
Accumulated other comprehensive income/loss value
Examples
=hf_Accumulated_Other_Comprehensive_Income("AAPL", 2023)=hf_Accumulated_Other_Comprehensive_Income("MSFT", 2023, 2)=hf_Accumulated_Other_Comprehensive_Income("JNJ", "ly")=hf_Accumulated_Other_Comprehensive_Income("IBM", 2023, , "TTM")=hf_Accumulated_Other_Comprehensive_Income(A1, B1, C1)When to Use
- Analyzing comprehensive equity changes
- Understanding currency exposure impact
- Evaluating pension liability effects
- Comprehensive financial analysis
- Tracking unrealized investment gains/losses
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need total equity | hf_Shareholders_Equity() |
| Need retained earnings | hf_Accumulated_Retained_Earnings_Deficit() |
| Need net income | hf_Net_Income() |
| Need book value per share | hf_Book_Value_per_Share() |
Common Issues & FAQ
Why is AOCI usually negative?
AOCI often reflects losses from foreign currency translation (when USD strengthens) and pension liability adjustments. These unrealized losses accumulate over time.
Why does AOCI change so much?
AOCI is sensitive to currency fluctuations, interest rates (affecting pension valuations), and securities market values.
Why am I getting "NA"?
Check that the symbol is valid. Very small companies may not have significant AOCI items.
Related Formulas
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