Total Return:11.76%(TTM)
Over the latest trailing 12-month period, total return cagr is +11.76%. The comparable SPY value is +20.46%. Year-to-date total return is -4.24%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CCL
$34,322
(3.4x return)
Invested on Jun 28, 1996
Growth of $10,000 in SPY (S&P 500)
$182,184
(18.2x return)
Invested on Jun 28, 1996
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
-4.2%
1-Year Total Return
+11.8%
Current Dividend Yield
0.52%
Price CAGR vs. Total Return CAGR
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 | +11.1% | +11.8% | +0.7% |
| 3 Years | +25.8% | +26.1% | +0.3% |
| 5 Years | +0.7% | +0.8% | +0.1% |
| 10 Years | (4.4%) | (3.2%) | +1.2% |
| 15 Years | (1.6%) | +0.2% | +1.8% |
| 20 Years | (1.7%) | +0.3% | +2.0% |
About Carnival Corporation & plc
Carnival Corporation & plc operates as a prominent global entity in the leisure travel sector. Its extensive fleet of vessels navigates to nearly 700 different ports globally, sailing under a diverse portfolio of acclaimed brands such as Carnival Cruise Line, Princess Cruises, Holland America Line, P&O Cruises (Australia), Seabourn, Costa Cruises, AIDA Cruises, P&O Cruises (UK), and Cunard. Beyond its core cruise operations, the company also provides port services and other related offerings. Its holdings include and it manages hotels, lodges, unique glass-domed railcars, and motor coaches. Customers primarily book their cruises through a network of travel agencies, tour operators, vacation planners, and direct online channels. The corporation maintains a broad international presence, with operations spanning the United States, Canada, continental Europe, the United Kingdom, Australia, New Zealand, Asia, and other global markets. It commands a significant fleet of 87 ships, collectively providing capacity for 223,000 passengers in lower berths. Carnival Corporation & plc was established in 1972 and has its headquarters situated in Miami, Florida.
- Sector
- Consumer Cyclical
- Industry
- Leisure
- CEO
- Joshua Ian Weinstein