Over the latest trailing 12-month period, total return cagr is -5.58%. The comparable SPY value is +23.21%. Year-to-date total return is -18.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EL
$122,455
(12.2x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$201,640
(20.2x return)
Invested on Jul 29, 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
-18.6%
1-Year Total Return
-5.6%
Current Dividend Yield
1.65%
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 | (7.0%) | (5.6%) | +1.4% |
| 3 Years | (21.0%) | (19.5%) | +1.5% |
| 5 Years | (23.7%) | (22.6%) | +1.2% |
| 10 Years | (1.0%) | +0.3% | +1.3% |
| 15 Years | +3.5% | +4.8% | +1.3% |
| 20 Years |
| +7.9% |
| +9.3% |
| +1.4% |
