Over the latest trailing 12-month period, total return cagr is +0.52%. The comparable SPY value is +16.10%. Year-to-date total return is +7.26%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AWK
$104,352
(10.4x return)
Invested on Apr 23, 2008
Growth of $10,000 in SPY (S&P 500)
$72,072
(7.2x return)
Invested on Apr 23, 2008
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
+7.3%
1-Year Total Return
+0.5%
Current Dividend Yield
2.45%
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 | (2.0%) | +0.5% | +2.5% |
| 3 Years | (2.0%) | +0.3% | +2.4% |
| 5 Years | (4.2%) | (2.1%) | +2.0% |
| 10 Years | +5.3% | +7.4% | +2.1% |
| 15 Years | +11.2% | +13.7% | +2.4% |
| 20 Years |
| N/A |
| N/A |
| N/A |
