Over the latest trailing 12-month period, total return cagr is -13.55%. The comparable SPY value is +15.54%. Year-to-date total return is +0.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HRB
$149,043
(14.9x return)
Invested on Oct 2, 1996
Growth of $10,000 in SPY (S&P 500)
$184,011
(18.4x return)
Invested on Oct 2, 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
+0.4%
1-Year Total Return
-13.5%
Current Dividend Yield
4.05%
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 | (17.2%) | (13.6%) | +3.7% |
| 3 Years | (0.6%) | +2.7% | +3.3% |
| 5 Years | +10.7% | +14.4% | +3.7% |
| 10 Years | +6.2% | +10.4% | +4.2% |
| 15 Years | +8.0% | +12.1% | +4.1% |
| 20 Years |
| +3.4% |
| +7.2% |
| +3.8% |
