Over the latest trailing 12-month period, total return cagr is -2.55%. The comparable SPY value is +20.57%. Year-to-date total return is +13.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EHC
$22,137
(2.2x return)
Invested on Aug 28, 1996
Growth of $10,000 in SPY (S&P 500)
$193,834
(19.4x return)
Invested on Aug 28, 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
+13.3%
1-Year Total Return
-2.5%
Current Dividend Yield
0.64%
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 | (3.3%) | (2.5%) | +0.7% |
| 3 Years | +20.0% | +20.9% | +0.9% |
| 5 Years | +14.2% | +15.3% | +1.2% |
| 10 Years | +14.1% | +15.7% | +1.6% |
| 15 Years | +14.6% | +16.2% | +1.6% |
| 20 Years |
| +9.8% |
| +11.0% |
| +1.1% |
