Over the latest trailing 12-month period, total return cagr is +21.72%. The comparable SPY value is +17.76%. Year-to-date total return is +13.24%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HLT
$77,976
(7.8x return)
Invested on Dec 12, 2013
Growth of $10,000 in SPY (S&P 500)
$50,277
(5.0x 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
+13.2%
1-Year Total Return
+21.7%
Current Dividend Yield
0.18%
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 | +21.5% | +21.7% | +0.3% |
| 3 Years | +29.3% | +29.6% | +0.3% |
| 5 Years | +21.0% | +21.3% | +0.3% |
| 10 Years | +20.6% | +21.1% | +0.5% |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
