Over the latest trailing 12-month period, total return cagr is +23.88%. The comparable SPY value is +23.65%. Year-to-date total return is -3.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HII
$109,070
(10.9x return)
Invested on Mar 22, 2011
Growth of $10,000 in SPY (S&P 500)
$78,319
(7.8x return)
Invested on Mar 22, 2011
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
-3.9%
1-Year Total Return
+23.9%
Current Dividend Yield
1.69%
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 | +21.8% | +23.9% | +2.1% |
| 3 Years | +12.1% | +14.4% | +2.4% |
| 5 Years | +9.6% | +12.0% | +2.4% |
| 10 Years | +6.7% | +8.7% | +2.1% |
| 15 Years | +16.9% | +18.7% | +1.8% |
| 20 Years | N/A | N/A | N/A |
