Over the latest trailing 12-month period, total return cagr is +46.72%. The comparable SPY value is +19.49%. Year-to-date total return is +13.83%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EXPD
$1,255,092
(125.5x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
+13.8%
1-Year Total Return
+46.7%
Current Dividend Yield
0.95%
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 | +50.0% | +46.7% | N/A |
| 3 Years | +9.5% | +11.1% | +1.7% |
| 5 Years | +5.4% | +6.9% | +1.5% |
| 10 Years | +12.9% | +14.4% | +1.5% |
| 15 Years | +8.7% | +10.2% | +1.5% |
| 20 Years |
| +6.7% |
| +8.1% |
| +1.4% |
