Over the latest trailing 12-month period, total return cagr is -22.61%. The comparable SPY value is +16.94%. Year-to-date total return is -17.72%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ADTN
$4,930
(0.5x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
-17.7%
1-Year Total Return
-22.7%
Current Dividend Yield
N/A
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 | (22.6%) | (22.6%) | N/A |
| 3 Years | (2.9%) | (2.9%) | N/A |
| 5 Years | (17.5%) | (16.7%) | +0.8% |
| 10 Years | (9.5%) | (7.9%) | +1.5% |
| 15 Years | (8.7%) | (7.2%) | +1.6% |
| 20 Years |
| (5.7%) |
| (4.2%) |
| +1.6% |