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Apple Inc. (AAPL)
Total Return for Apple Inc. (AAPL) includes both price appreciation and dividend income reinvested.
Recent Performance
YTD Return
-5.5%
1-Year Return
+36.5%
Dividend Yield
0.41%
Price CAGR vs Total Return CAGR
Total Return includes dividends reinvested. The difference shows the value added by dividends over time.
| Period | Price CAGR | Total Return CAGR | Dividend Contribution |
|---|---|---|---|
| 1 Year | 14.8% | 15.3% | +0.4% |
| 3 Years | 16.3% | 16.8% | +0.5% |
| 5 Years | 16.4% | 16.8% | +0.4% |
| 10 Years | 26.2% | 26.6% | +0.4% |
| 15 Years | 23.9% | 24.2% | +0.3% |
| 20 Years | 27.8% | 28.1% | +0.3% |
Understanding Total Return
Total Return = Price Appreciation + Dividends Reinvested
For dividend-paying stocks, total return is often significantly higher than price return alone. This is because dividends are reinvested to buy more shares, which then generate their own dividends (compounding).
- A 3% dividend yield adds roughly 3% to annual returns
- Over 20 years, reinvested dividends can represent 40-60% of total return
- Dividend growth stocks often outperform due to this compounding effect