Over the latest trailing 12-month period, total return cagr is +20.93%. The comparable SPY value is +19.37%. Year-to-date total return is +24.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DLR
$371,878
(37.2x return)
Invested on Oct 29, 2004
Growth of $10,000 in SPY (S&P 500)
$97,930
(9.8x 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
+24.1%
1-Year Total Return
+20.9%
Current Dividend Yield
2.58%
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 | +17.6% | +20.9% | +3.4% |
| 3 Years | +13.4% | +16.9% | +3.6% |
| 5 Years | +2.7% | +6.2% | +3.6% |
| 10 Years | +6.5% | +10.3% | +3.7% |
| 15 Years | +8.0% | +12.4% | +4.3% |
| 20 Years | +9.6% | +13.9% | +4.3% |
