Over the latest trailing 12-month period, total return cagr is +13.77%. The comparable SPY value is +17.76%. Year-to-date total return is +30.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DLR
$390,678
(39.1x return)
Invested on Oct 29, 2004
Growth of $10,000 in SPY (S&P 500)
$94,289
(9.4x return)
Invested on Oct 29, 2004
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
+30.4%
1-Year Total Return
+13.8%
Current Dividend Yield
2.45%
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 | +10.6% | +13.8% | +3.2% |
| 3 Years | +17.4% | +21.1% | +3.7% |
| 5 Years | +5.2% | +8.8% | +3.7% |
| 10 Years | +6.5% | +10.3% | +3.7% |
| 15 Years | +7.9% | +12.2% | +4.3% |
| 20 Years |
| +10.7% |
| +15.1% |
| +4.3% |
