Over the latest trailing 12-month period, total return cagr is +19.73%. The comparable SPY value is +16.94%. Year-to-date total return is +17.72%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EBC
$20,266
(2.0x return)
Invested on Oct 15, 2020
Growth of $10,000 in SPY (S&P 500)
$24,518
(2.5x return)
Invested on Oct 15, 2020
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
+17.7%
1-Year Total Return
+19.8%
Current Dividend Yield
2.64%
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 | +16.4% | +19.7% | +3.3% |
| 3 Years | +21.1% | +24.8% | +3.7% |
| 5 Years | +0.1% | +2.9% | +2.8% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
