Over the latest trailing 12-month period, total return cagr is +31.43%. The comparable SPY value is +17.49%. Year-to-date total return is +45.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DMLP
$153,706
(15.4x return)
Invested on Sep 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 11, 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
+45.6%
1-Year Total Return
+31.4%
Current Dividend Yield
10.81%
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 | +15.9% | +31.4% | +15.5% |
| 3 Years | +1.4% | +13.3% | +12.0% |
| 5 Years | +11.5% | +25.1% | +13.6% |
| 10 Years | +7.0% | +18.9% | +11.9% |
| 15 Years | +1.6% | +11.4% | +9.9% |
| 20 Years |
| +0.5% |
| +10.0% |
| +9.5% |
