Over the latest trailing 12-month period, total return cagr is +47.19%. The comparable SPY value is +17.76%. Year-to-date total return is +13.37%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in APH
$5,575,247
(557.5x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+13.4%
1-Year Total Return
+47.1%
Current Dividend Yield
0.60%
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 | +46.2% | +47.2% | +1.0% |
| 3 Years | +54.0% | +55.2% | +1.2% |
| 5 Years | +33.9% | +35.1% | +1.2% |
| 10 Years | +26.3% | +27.5% | +1.2% |
| 15 Years | +23.6% | +24.7% | +1.1% |
| 20 Years | +20.9% | +21.8% | +0.9% |
