Over the latest trailing 12-month period, total return cagr is -15.00%. The comparable SPY value is +16.94%. Year-to-date total return is -5.40%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DSWL
$43,466
(4.3x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
-5.4%
1-Year Total Return
-15.1%
Current Dividend Yield
13.29%
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 | (23.9%) | (15.0%) | +8.9% |
| 3 Years | +8.9% | +18.8% | +9.9% |
| 5 Years | (5.5%) | +2.1% | +7.6% |
| 10 Years | +5.5% | +12.3% | +6.8% |
| 15 Years | +1.6% | +8.8% | +7.3% |
| 20 Years |
| (6.4%) |
| (0.4%) |
| +6.0% |
