Over the latest trailing 12-month period, total return cagr is +18.65%. The comparable SPY value is +19.98%. Year-to-date total return is +12.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DIA
$122,870
(12.3x return)
Invested on Jan 20, 1998
Growth of $10,000 in SPY (S&P 500)
$130,047
(13.0x return)
Invested on Jan 20, 1998
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
+12.1%
1-Year Total Return
+18.6%
Current Dividend Yield
1.38%
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 | +16.9% | +18.6% | +1.8% |
| 3 Years | +15.2% | +17.1% | +1.9% |
| 5 Years | +8.6% | +10.4% | +1.9% |
| 10 Years | +11.2% | +13.3% | +2.2% |
| 15 Years | +10.9% | +13.3% | +2.3% |
| 20 Years |
| +8.0% |
| +10.4% |
| +2.4% |
