Over the latest trailing 12-month period, total return cagr is +41.00%. The comparable SPY value is +18.54%. Year-to-date total return is +21.03%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in APH
$6,418,218
(641.8x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x return)
Invested on Sep 4, 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
+21.0%
1-Year Total Return
+41.0%
Current Dividend Yield
0.97%
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 | +39.3% | +41.0% | +1.7% |
| 3 Years | +55.8% | +57.7% | +1.9% |
| 5 Years | +34.0% | +35.6% | +1.5% |
| 10 Years | +26.6% | +28.0% | +1.4% |
| 15 Years | +25.5% | +26.9% | +1.4% |
| 20 Years |
| +21.0% |
| +22.0% |
| +1.1% |
