Over the latest trailing 12-month period, total return cagr is +22.56%. The comparable SPY value is +17.49%. Year-to-date total return is +16.46%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ETR
$267,490
(26.7x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
+16.5%
1-Year Total Return
+22.5%
Current Dividend Yield
2.42%
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 | +19.6% | +22.6% | +3.0% |
| 3 Years | +30.4% | +34.6% | +4.3% |
| 5 Years | +13.6% | +17.6% | +4.0% |
| 10 Years | +10.6% | +14.8% | +4.2% |
| 15 Years | +8.5% | +13.0% | +4.5% |
| 20 Years |
| +5.1% |
| +9.3% |
| +4.2% |
