Over the latest trailing 12-month period, total return cagr is +71.10%. The comparable SPY value is +19.49%. Year-to-date total return is +111.33%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DVA
$338,155
(33.8x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
+111.3%
1-Year Total Return
+71.0%
Current Dividend Yield
N/A
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 | +71.1% | +71.1% | N/A |
| 3 Years | +33.0% | +33.0% | N/A |
| 5 Years | +14.8% | +14.8% | N/A |
| 10 Years | +12.0% | +12.0% | N/A |
| 15 Years | +12.4% | +12.4% | N/A |
| 20 Years |
| +12.0% |
| +12.0% |
| N/A |
