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

Examples

=hf_Accumulated_Other_Comprehensive_Income("AAPL", 2023)
Apple AOCI
=hf_Accumulated_Other_Comprehensive_Income("MSFT", 2023, 2)
Microsoft Q2 2023
=hf_Accumulated_Other_Comprehensive_Income("JNJ", "ly")
J&J last fiscal year
=hf_Accumulated_Other_Comprehensive_Income("IBM", 2023, , "TTM")
IBM TTM
=hf_Accumulated_Other_Comprehensive_Income(A1, B1, C1)
Cell references

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

Q: Why is AOCI usually negative? A: AOCI often reflects losses from foreign currency translation (when USD strengthens) and pension liability adjustments. These unrealized losses accumulate over time.

Q: Why does AOCI change so much? A: AOCI is sensitive to currency fluctuations, interest rates (affecting pension valuations), and securities market values.

Q: Why am I getting "NA"? A: Check that the symbol is valid. Very small companies may not have significant AOCI items.

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