Over the latest trailing 12-month period, total return cagr is +18.51%. The comparable SPY value is +23.65%. Year-to-date total return is +16.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EVRG
$123,218
(12.3x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
+17.0%
1-Year Total Return
+18.5%
Current Dividend Yield
3.30%
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 | +14.4% | +18.5% | +4.1% |
| 3 Years | +13.1% | +17.9% | +4.8% |
| 5 Years | +4.6% | +8.8% | +4.2% |
| 10 Years | +4.4% | +8.2% | +3.8% |
| 15 Years | +8.6% | +12.8% | +4.2% |
| 20 Years |
| +6.6% |
| +11.1% |
| +4.5% |
