Over the latest trailing 12-month period, total return cagr is +37.12%. The comparable SPY value is +18.54%. Year-to-date total return is +22.93%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CVS
$145,210
(14.5x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x return)
Invested on Sep 3, 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
+22.9%
1-Year Total Return
+37.1%
Current Dividend Yield
2.79%
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 | +33.0% | +37.1% | +4.2% |
| 3 Years | +13.1% | +17.5% | +4.4% |
| 5 Years | +2.2% | +5.7% | +3.4% |
| 10 Years | +0.4% | +3.6% | +3.1% |
| 15 Years | +6.6% | +9.4% | +2.8% |
| 20 Years |
| +5.1% |
| +7.3% |
| +2.3% |
