Over the latest trailing 12-month period, total return cagr is +29.84%. The comparable SPY value is +16.94%. Year-to-date total return is +10.83%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HCSG
$260,961
(26.1x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+10.8%
1-Year Total Return
+30.0%
Current Dividend Yield
N/A
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 | +29.8% | +29.8% | N/A |
| 3 Years | +27.1% | +27.1% | N/A |
| 5 Years | (3.3%) | (2.0%) | +1.3% |
| 10 Years | (6.0%) | (4.2%) | +1.8% |
| 15 Years | +1.4% | +3.5% | +2.2% |
| 20 Years |
| +3.0% |
| +5.5% |
| +2.5% |
