Over the latest trailing 12-month period, total return cagr is +61.01%. The comparable SPY value is +19.98%. Year-to-date total return is -5.49%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AA
$21,486
(2.1x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-5.5%
1-Year Total Return
+61.0%
Current Dividend Yield
0.80%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +59.8% | +61.0% | +1.3% |
| 3 Years | +17.1% | +18.4% | +1.3% |
| 5 Years | +1.1% | +2.2% | +1.0% |
| 10 Years | +8.2% | +8.8% | +0.6% |
| 15 Years | +4.2% | +5.0% | +0.8% |
| 20 Years |
| (1.3%) |
| (0.2%) |
| +1.1% |
