Over the latest trailing 12-month period, total return cagr is +4.56%. The comparable SPY value is +19.37%. Year-to-date total return is +3.91%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ADC
$290,388
(29.0x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
+3.9%
1-Year Total Return
+4.5%
Current Dividend Yield
4.35%
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 | +0.2% | +4.6% | +4.3% |
| 3 Years | +6.4% | +11.3% | +4.8% |
| 5 Years | (0.3%) | +4.1% | +4.4% |
| 10 Years | +4.1% | +8.5% | +4.4% |
| 15 Years | +8.7% | +14.0% | +5.3% |
| 20 Years |
| +4.0% |
| +10.0% |
| +6.0% |
