Over the latest trailing 12-month period, total return cagr is +70.96%. The comparable SPY value is +22.66%. Year-to-date total return is +49.60%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in E
$155,234
(15.5x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$194,377
(19.4x return)
Invested on Aug 12, 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
+49.6%
1-Year Total Return
+70.9%
Current Dividend Yield
4.40%
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 | +61.6% | +71.0% | +9.4% |
| 3 Years | +21.7% | +30.1% | +8.4% |
| 5 Years | +17.7% | +26.3% | +8.6% |
| 10 Years | +6.2% | +13.5% | +7.3% |
| 15 Years | +2.9% | +9.9% | +7.0% |
| 20 Years |
| (0.6%) |
| +6.0% |
| +6.5% |
