Over the latest trailing 12-month period, total return cagr is +7.42%. The comparable SPY value is +19.37%. Year-to-date total return is +6.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AVGO
$3,196,083
(319.6x return)
Invested on Aug 6, 2009
Growth of $10,000 in SPY (S&P 500)
$105,540
(10.6x 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
+6.9%
1-Year Total Return
+7.4%
Current Dividend Yield
0.69%
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 | +6.6% | +7.4% | +0.8% |
| 3 Years | +62.6% | +64.5% | +2.0% |
| 5 Years | +49.5% | +52.3% | +2.8% |
| 10 Years | +36.2% | +39.6% | +3.5% |
| 15 Years | +36.9% | +40.0% | +3.1% |
| 20 Years | N/A | N/A | N/A |
