Over the latest trailing 12-month period, total return cagr is +33.28%. The comparable SPY value is +17.76%. Year-to-date total return is +10.76%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AVGO
$3,311,938
(331.2x return)
Invested on Aug 6, 2009
Growth of $10,000 in SPY (S&P 500)
$99,311
(9.9x return)
Invested on Aug 6, 2009
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
+10.8%
1-Year Total Return
+33.3%
Current Dividend Yield
0.67%
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 | +32.3% | +33.3% | +1.0% |
| 3 Years | +61.8% | +63.7% | +2.0% |
| 5 Years | +51.2% | +54.0% | +2.9% |
| 10 Years | +37.3% | +40.9% | +3.5% |
| 15 Years | +36.2% | +39.2% | +3.0% |
| 20 Years | N/A | N/A | N/A |
