Over the latest trailing 12-month period, total return cagr is +0.16%. The comparable SPY value is +17.49%. Year-to-date total return is +4.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DTE
$204,511
(20.5x 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
+4.4%
1-Year Total Return
+0.2%
Current Dividend Yield
3.46%
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 | (3.1%) | +0.2% | +3.2% |
| 3 Years | +8.8% | +12.6% | +3.8% |
| 5 Years | +2.2% | +5.6% | +3.4% |
| 10 Years | +5.5% | +9.1% | +3.5% |
| 15 Years | +8.1% | +11.9% | +3.8% |
| 20 Years |
| +6.9% |
| +11.1% |
| +4.2% |
