Over the latest trailing 12-month period, total return cagr is +40.95%. The comparable SPY value is +16.85%. Year-to-date total return is +30.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FRT
$223,310
(22.3x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$196,984
(19.7x return)
Invested on Jul 22, 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
+30.5%
1-Year Total Return
+41.2%
Current Dividend Yield
3.59%
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 | +33.1% | +41.0% | +7.8% |
| 3 Years | +6.9% | +13.0% | +6.1% |
| 5 Years | +1.6% | +6.0% | +4.4% |
| 10 Years | (2.8%) | +1.3% | +4.0% |
| 15 Years | +2.3% | +6.3% | +4.0% |
| 20 Years | +2.9% | +6.6% | +3.7% |
