Over the latest trailing 12-month period, total return cagr is +100.16%. The comparable SPY value is +23.65%. Year-to-date total return is +57.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in APA
$43,227
(4.3x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
+57.5%
1-Year Total Return
+100.1%
Current Dividend Yield
2.66%
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 | +93.5% | +100.2% | +6.7% |
| 3 Years | (3.7%) | (0.0%) | +3.7% |
| 5 Years | +15.5% | +19.0% | +3.5% |
| 10 Years | (2.7%) | (0.2%) | +2.5% |
| 15 Years | (6.7%) | (4.7%) | +2.0% |
| 20 Years | (3.1%) | (1.4%) | +1.7% |
