Over the latest trailing 12-month period, total return cagr is +20.05%. The comparable SPY value is +19.98%. Year-to-date total return is +9.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GE
$97,929
(9.8x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+9.7%
1-Year Total Return
+20.0%
Current Dividend Yield
0.49%
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 | +19.4% | +20.1% | +0.6% |
| 3 Years | +54.5% | +55.3% | +0.9% |
| 5 Years | +38.9% | +39.6% | +0.7% |
| 10 Years | +8.4% | +9.7% | +1.2% |
| 15 Years | +10.5% | +12.6% | +2.1% |
| 20 Years |
| +3.7% |
| +6.2% |
| +2.5% |
