Over the latest trailing 12-month period, total return cagr is +107.63%. The comparable SPY value is +16.94%. Year-to-date total return is +83.87%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HQI
$12,612
(1.3x return)
Invested on Jun 6, 2002
Growth of $10,000 in SPY (S&P 500)
$118,524
(11.9x return)
Invested on Jun 6, 2002
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
+83.9%
1-Year Total Return
+108.4%
Current Dividend Yield
1.26%
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 | +103.5% | +107.6% | +4.1% |
| 3 Years | +7.8% | +9.8% | +2.1% |
| 5 Years | (0.6%) | +1.0% | +1.7% |
| 10 Years | +15.1% | +16.3% | +1.2% |
| 15 Years | +12.0% | +12.8% | +0.8% |
| 20 Years |
| (5.1%) |
| (4.6%) |
| +0.5% |
