Over the latest trailing 12-month period, total return cagr is -2.85%. The comparable SPY value is +17.49%. Year-to-date total return is +8.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EXR
$273,593
(27.4x return)
Invested on Aug 12, 2004
Growth of $10,000 in SPY (S&P 500)
$102,928
(10.3x return)
Invested on Aug 12, 2004
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
+8.1%
1-Year Total Return
-2.8%
Current Dividend Yield
4.71%
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 | (7.2%) | (2.9%) | +4.3% |
| 3 Years | +2.8% | +7.1% | +4.3% |
| 5 Years | (6.0%) | (2.1%) | +3.8% |
| 10 Years | +5.6% | +9.7% | +4.1% |
| 15 Years | +13.4% | +17.6% | +4.1% |
| 20 Years |
| +11.0% |
| +15.5% |
| +4.5% |
