Over the latest trailing 12-month period, total return cagr is +6.24%. The comparable SPY value is +18.54%. Year-to-date total return is +0.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HIG
$97,963
(9.8x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x 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
+0.4%
1-Year Total Return
+6.2%
Current Dividend Yield
1.70%
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 | +4.4% | +6.2% | +1.9% |
| 3 Years | +24.1% | +26.3% | +2.2% |
| 5 Years | +14.8% | +17.1% | +2.3% |
| 10 Years | +12.8% | +15.2% | +2.4% |
| 15 Years | +15.1% | +17.4% | +2.4% |
| 20 Years |
| +2.5% |
| +4.7% |
| +2.3% |
