Over the latest trailing 12-month period, total return cagr is +0.17%. The comparable SPY value is +16.10%. Year-to-date total return is -1.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EQT
$249,248
(24.9x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$194,133
(19.4x 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
-1.4%
1-Year Total Return
+0.2%
Current Dividend Yield
1.24%
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 | (1.0%) | +0.2% | +1.2% |
| 3 Years | +7.5% | +9.1% | +1.5% |
| 5 Years | +23.0% | +24.7% | +1.7% |
| 10 Years | +2.9% | +3.8% | +0.9% |
| 15 Years | +2.8% | +3.6% | +0.8% |
| 20 Years | +5.1% | +6.2% | +1.2% |
