Over the latest trailing 12-month period, total return cagr is +25.96%. The comparable SPY value is +19.87%. Year-to-date total return is +21.39%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CCEP
$134,207
(13.4x return)
Invested on Aug 28, 1996
Growth of $10,000 in SPY (S&P 500)
$193,394
(19.3x return)
Invested on Aug 28, 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
+21.4%
1-Year Total Return
+25.9%
Current Dividend Yield
2.08%
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 | +22.8% | +26.0% | +3.1% |
| 3 Years | +20.2% | +23.6% | +3.4% |
| 5 Years | +13.4% | +17.1% | +3.6% |
| 10 Years | +10.9% | +14.0% | +3.1% |
| 15 Years | +9.9% | +12.8% | +2.8% |
| 20 Years |
| +8.4% |
| +10.9% |
| +2.5% |
