Over the latest trailing 12-month period, total return cagr is +22.04%. The comparable SPY value is +16.94%. Year-to-date total return is +15.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EWBC
$415,129
(41.5x return)
Invested on Feb 3, 1999
Growth of $10,000 in SPY (S&P 500)
$99,912
(10.0x return)
Invested on Feb 3, 1999
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
+15.1%
1-Year Total Return
+22.1%
Current Dividend Yield
2.37%
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 | +19.0% | +22.0% | +3.1% |
| 3 Years | +35.3% | +39.0% | +3.7% |
| 5 Years | +9.8% | +12.7% | +2.9% |
| 10 Years | +12.6% | +15.2% | +2.6% |
| 15 Years | +15.3% | +17.8% | +2.5% |
| 20 Years |
| +6.0% |
| +8.0% |
| +2.0% |
