Over the latest trailing 12-month period, total return cagr is +3.33%. The comparable SPY value is +16.94%. Year-to-date total return is -0.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HQY
$52,017
(5.2x return)
Invested on Jul 31, 2014
Growth of $10,000 in SPY (S&P 500)
$49,240
(4.9x return)
Invested on Jul 31, 2014
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
-0.1%
1-Year Total Return
+3.3%
Current Dividend Yield
N/A
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 | +3.3% | +3.3% | N/A |
| 3 Years | +8.0% | +8.0% | N/A |
| 5 Years | +7.0% | +7.0% | N/A |
| 10 Years | +9.2% | +9.2% | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
