Over the latest trailing 12-month period, total return cagr is +29.20%. The comparable SPY value is +19.49%. Year-to-date total return is +16.30%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HAS
$126,033
(12.6x 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
+16.3%
1-Year Total Return
+29.2%
Current Dividend Yield
2.98%
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 | +25.0% | +29.2% | +4.2% |
| 3 Years | +13.3% | +17.8% | +4.5% |
| 5 Years | (1.1%) | +2.8% | +3.9% |
| 10 Years | +1.5% | +4.9% | +3.4% |
| 15 Years | +5.9% | +9.4% | +3.5% |
| 20 Years | +8.4% | +11.8% | +3.3% |