Over the latest trailing 12-month period, total return cagr is +20.57%. The comparable SPY value is +18.54%. Year-to-date total return is +31.44%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ETN
$731,826
(73.2x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x return)
Invested on Sep 3, 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
+31.4%
1-Year Total Return
+20.6%
Current Dividend Yield
1.05%
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 | +19.3% | +20.6% | +1.3% |
| 3 Years | +20.7% | +22.2% | +1.5% |
| 5 Years | +20.8% | +22.7% | +1.9% |
| 10 Years | +20.6% | +23.5% | +2.9% |
| 15 Years | +17.1% | +20.2% | +3.1% |
| 20 Years |
| +13.5% |
| +16.5% |
| +3.1% |
