Over the latest trailing 12-month period, total return cagr is -2.06%. The comparable SPY value is +16.85%. Year-to-date total return is +6.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AVB
$253,169
(25.3x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$196,984
(19.7x return)
Invested on Jul 22, 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
+7.0%
1-Year Total Return
-2.1%
Current Dividend Yield
3.72%
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 | (6.0%) | (2.1%) | +3.9% |
| 3 Years | (1.2%) | +4.3% | +5.5% |
| 5 Years | (3.5%) | (0.2%) | +3.3% |
| 10 Years | +0.2% | +4.0% | +3.8% |
| 15 Years | +2.1% | +5.7% | +3.7% |
| 20 Years | +2.6% | +6.3% | +3.6% |
