Over the latest trailing 12-month period, total return cagr is -10.26%. The comparable SPY value is +16.94%. Year-to-date total return is -3.97%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HBANP
$8,772
(0.9x return)
Invested on Feb 2, 2021
Growth of $10,000 in SPY (S&P 500)
$21,666
(2.2x return)
Invested on Feb 2, 2021
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
-4.0%
1-Year Total Return
-10.3%
Current Dividend Yield
7.22%
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 | (16.2%) | (10.3%) | +5.9% |
| 3 Years | +0.2% | +6.3% | +6.1% |
| 5 Years | (9.3%) | (3.5%) | +5.8% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
