Over the latest trailing 12-month period, total return cagr is +18.67%. The comparable SPY value is +19.98%. Year-to-date total return is +50.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HPQ
$78,630
(7.9x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x 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
+50.7%
1-Year Total Return
+18.7%
Current Dividend Yield
3.64%
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 | +12.9% | +18.7% | +5.8% |
| 3 Years | +2.4% | +6.7% | +4.3% |
| 5 Years | +1.8% | +5.7% | +3.9% |
| 10 Years | +8.5% | +12.2% | +3.7% |
| 15 Years | +7.5% | +10.9% | +3.4% |
| 20 Years | +3.4% | +6.1% | +2.7% |
