Over the latest trailing 12-month period, total return cagr is +31.82%. The comparable SPY value is +23.65%. Year-to-date total return is +18.81%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EIX
$117,344
(11.7x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
+18.8%
1-Year Total Return
+31.8%
Current Dividend Yield
5.04%
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 | +24.9% | +31.8% | +6.9% |
| 3 Years | (0.6%) | +4.5% | +5.1% |
| 5 Years | +4.5% | +9.6% | +5.1% |
| 10 Years | (0.9%) | +3.4% | +4.3% |
| 15 Years | +4.6% | +8.6% | +4.0% |
| 20 Years | +2.5% | +6.3% | +3.8% |
