Over the latest trailing 12-month period, total return cagr is +34.94%. The comparable SPY value is +17.76%. Year-to-date total return is +26.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ETR
$300,841
(30.1x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+27.0%
1-Year Total Return
+34.9%
Current Dividend Yield
2.17%
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 | +31.6% | +34.9% | +3.4% |
| 3 Years | +30.4% | +35.0% | +4.5% |
| 5 Years | +17.7% | +21.9% | +4.3% |
| 10 Years | +11.0% | +15.3% | +4.3% |
| 15 Years | +8.5% | +13.1% | +4.6% |
| 20 Years | +5.6% | +9.9% | +4.3% |
