Over the latest trailing 12-month period, total return cagr is +19.57%. The comparable SPY value is +16.94%. Year-to-date total return is -11.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ALGT
$36,199
(3.6x return)
Invested on Dec 8, 2006
Growth of $10,000 in SPY (S&P 500)
$78,853
(7.9x return)
Invested on Dec 8, 2006
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
-11.9%
1-Year Total Return
+19.7%
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 | +19.6% | +19.6% | N/A |
| 3 Years | (0.5%) | (0.4%) | +0.1% |
| 5 Years | (17.9%) | (17.3%) | +0.5% |
| 10 Years | (6.0%) | (5.1%) | +1.0% |
| 15 Years | +3.1% | +4.3% | +1.2% |
| 20 Years |
| N/A |
| N/A |
| N/A |
