Over the latest trailing 12-month period, total return cagr is +8.70%. The comparable SPY value is +17.49%. Year-to-date total return is +3.46%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EQT
$230,486
(23.0x return)
Invested on Sep 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 11, 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
+3.5%
1-Year Total Return
+8.7%
Current Dividend Yield
1.20%
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 | +7.4% | +8.7% | +1.3% |
| 3 Years | +8.9% | +10.5% | +1.5% |
| 5 Years | +23.2% | +24.9% | +1.8% |
| 10 Years | +3.4% | +4.3% | +1.0% |
| 15 Years | +3.6% | +4.5% | +0.8% |
| 20 Years | +5.3% | +6.4% | +1.1% |
