Over the latest trailing 12-month period, total return cagr is +16.65%. The comparable SPY value is +23.21%. Year-to-date total return is +6.35%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AES
$29,712
(3.0x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$201,640
(20.2x 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
+6.3%
1-Year Total Return
+16.7%
Current Dividend Yield
4.78%
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 | +11.1% | +16.6% | +5.5% |
| 3 Years | (10.7%) | (6.2%) | +4.5% |
| 5 Years | (9.3%) | (5.5%) | +3.7% |
| 10 Years | +1.7% | +5.7% | +3.9% |
| 15 Years | +1.5% | +4.8% | +3.3% |
| 20 Years |
| (1.5%) |
| +0.9% |
| +2.4% |
