Over the latest trailing 12-month period, total return cagr is +28.33%. The comparable SPY value is +17.76%. Year-to-date total return is +19.33%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AEP
$122,717
(12.3x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+19.3%
1-Year Total Return
+28.3%
Current Dividend Yield
2.79%
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 | +24.4% | +28.3% | +3.9% |
| 3 Years | +15.7% | +20.0% | +4.3% |
| 5 Years | +9.5% | +13.5% | +4.0% |
| 10 Years | +6.8% | +10.6% | +3.8% |
| 15 Years | +8.9% | +13.0% | +4.1% |
| 20 Years | +6.9% | +11.2% | +4.3% |
