Over the latest trailing 12-month period, total return cagr is +4.93%. The comparable SPY value is +18.54%. Year-to-date total return is +1.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ATO
$218,729
(21.9x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$194,354
(19.4x 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
+2.0%
1-Year Total Return
+4.9%
Current Dividend Yield
2.38%
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 | +2.6% | +4.9% | +2.4% |
| 3 Years | +13.8% | +16.5% | +2.8% |
| 5 Years | +11.5% | +14.3% | +2.8% |
| 10 Years | +8.3% | +10.9% | +2.6% |
| 15 Years | +11.2% | +14.2% | +3.0% |
| 20 Years |
| +9.4% |
| +12.8% |
| +3.5% |
