Over the latest trailing 12-month period, total return cagr is +3.07%. The comparable SPY value is +23.65%. Year-to-date total return is +10.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DTE
$206,645
(20.7x return)
Invested on Aug 6, 1996
Growth of $10,000 in SPY (S&P 500)
$194,874
(19.5x return)
Invested on Aug 6, 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
+10.2%
1-Year Total Return
+3.1%
Current Dividend Yield
3.28%
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 | (0.2%) | +3.1% | +3.3% |
| 3 Years | +9.1% | +12.9% | +3.8% |
| 5 Years | +3.2% | +6.6% | +3.4% |
| 10 Years | +5.6% | +9.2% | +3.5% |
| 15 Years | +8.7% | +12.5% | +3.8% |
| 20 Years |
| +7.2% |
| +11.4% |
| +4.2% |
