Over the latest trailing 12-month period, total return cagr is +31.00%. The comparable SPY value is +23.21%. Year-to-date total return is -7.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CHRW
$436,524
(43.7x return)
Invested on Oct 15, 1997
Growth of $10,000 in SPY (S&P 500)
$127,603
(12.8x return)
Invested on Oct 15, 1997
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
-7.9%
1-Year Total Return
+31.2%
Current Dividend Yield
1.71%
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 | +28.9% | +31.0% | +2.1% |
| 3 Years | +14.4% | +17.1% | +2.7% |
| 5 Years | +10.0% | +12.5% | +2.5% |
| 10 Years | +7.9% | +10.4% | +2.5% |
| 15 Years | +4.9% | +7.4% | +2.4% |
| 20 Years | +5.8% | +8.1% | +2.3% |
