Over the latest trailing 12-month period, total return cagr is -19.80%. The comparable SPY value is +19.98%. Year-to-date total return is -4.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HD
$484,151
(48.4x 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
-4.7%
1-Year Total Return
-19.8%
Current Dividend Yield
2.88%
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 | (22.0%) | (19.8%) | +2.2% |
| 3 Years | (1.2%) | +1.4% | +2.6% |
| 5 Years | (0.6%) | +2.0% | +2.6% |
| 10 Years | +9.0% | +11.7% | +2.7% |
| 15 Years | +16.6% | +19.3% | +2.8% |
| 20 Years |
| +11.8% |
| +14.7% |
| +2.9% |
