Over the latest trailing 12-month period, total return cagr is +6.63%. The comparable SPY value is +19.98%. Year-to-date total return is +24.33%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in APD
$240,435
(24.0x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+24.3%
1-Year Total Return
+6.6%
Current Dividend Yield
2.39%
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 | +3.9% | +6.6% | +2.7% |
| 3 Years | +0.4% | +3.0% | +2.6% |
| 5 Years | +2.4% | +4.9% | +2.6% |
| 10 Years | +7.6% | +10.2% | +2.7% |
| 15 Years | +9.8% | +12.6% | +2.8% |
| 20 Years |
| +8.2% |
| +10.9% |
| +2.7% |
