Over the latest trailing 12-month period, total return cagr is +11.87%. The comparable SPY value is +18.54%. Year-to-date total return is +7.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HLT
$73,695
(7.4x return)
Invested on Dec 12, 2013
Growth of $10,000 in SPY (S&P 500)
$51,599
(5.2x return)
Invested on Dec 12, 2013
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
+7.0%
1-Year Total Return
+11.9%
Current Dividend Yield
0.20%
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 | +11.7% | +11.9% | +0.2% |
| 3 Years | +25.8% | +26.1% | +0.3% |
| 5 Years | +19.6% | +19.9% | +0.3% |
| 10 Years | +20.7% | +21.3% | +0.5% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
