Over the latest trailing 12-month period, total return cagr is +11.47%. The comparable SPY value is +19.49%. Year-to-date total return is +11.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AEE
$105,906
(10.6x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
+11.3%
1-Year Total Return
+11.5%
Current Dividend Yield
2.66%
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 | +8.4% | +11.5% | +3.1% |
| 3 Years | +8.6% | +12.0% | +3.4% |
| 5 Years | +5.5% | +8.6% | +3.1% |
| 10 Years | +7.7% | +10.8% | +3.2% |
| 15 Years | +9.3% | +13.1% | +3.8% |
| 20 Years |
| +3.9% |
| +8.1% |
| +4.2% |
