Over the latest trailing 12-month period, total return cagr is +6.51%. The comparable SPY value is +23.56%. Year-to-date total return is +16.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AMCR
$11,752
(1.2x return)
Invested on Jun 11, 2019
Growth of $10,000 in SPY (S&P 500)
$29,376
(2.9x return)
Invested on Jun 11, 2019
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
+16.4%
1-Year Total Return
+6.5%
Current Dividend Yield
5.49%
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 | +0.3% | +6.5% | +6.2% |
| 3 Years | (1.4%) | +4.0% | +5.5% |
| 5 Years | (4.1%) | +0.8% | +4.8% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
