Over the latest trailing 12-month period, total return cagr is +124.55%. The comparable SPY value is +19.37%. Year-to-date total return is +55.35%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HP
$125,347
(12.5x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
+55.4%
1-Year Total Return
+124.4%
Current Dividend Yield
2.29%
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 | +118.2% | +124.5% | +6.3% |
| 3 Years | (0.2%) | +3.8% | +4.0% |
| 5 Years | +10.3% | +14.7% | +4.4% |
| 10 Years | (3.6%) | +1.1% | +4.6% |
| 15 Years | (1.5%) | +2.5% | +4.0% |
| 20 Years |
| +3.1% |
| +6.4% |
| +3.3% |
