Over the latest trailing 12-month period, total return cagr is +36.29%. The comparable SPY value is +17.49%. Year-to-date total return is +59.80%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DVA
$238,098
(23.8x 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
+59.8%
1-Year Total Return
+36.3%
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 | +36.3% | +36.3% | N/A |
| 3 Years | +23.6% | +23.6% | N/A |
| 5 Years | +8.1% | +8.1% | N/A |
| 10 Years | +11.1% | +11.1% | N/A |
| 15 Years | +11.4% | +11.4% | N/A |
| 20 Years | +9.7% | +9.7% | N/A |
