Over the latest trailing 12-month period, total return cagr is +0.32%. The comparable SPY value is +16.94%. Year-to-date total return is -10.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AGNC
$60,817
(6.1x return)
Invested on May 15, 2008
Growth of $10,000 in SPY (S&P 500)
$76,539
(7.7x return)
Invested on May 15, 2008
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
-10.7%
1-Year Total Return
-1.5%
Current Dividend Yield
16.65%
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 | (13.9%) | +0.3% | +14.3% |
| 3 Years | (1.3%) | +14.3% | +15.6% |
| 5 Years | (11.6%) | +1.6% | +13.2% |
| 10 Years | (7.5%) | +4.7% | +12.2% |
| 15 Years | (7.2%) | +5.6% | +12.7% |
| 20 Years |
| N/A |
| N/A |
| N/A |
