Over the latest trailing 12-month period, total return cagr is +36.25%. The comparable SPY value is +17.49%. Year-to-date total return is +31.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HST
$42,628
(4.3x return)
Invested on Sep 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 11, 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
+31.7%
1-Year Total Return
+36.2%
Current Dividend Yield
7.51%
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 | +25.8% | +36.3% | +10.4% |
| 3 Years | +11.3% | +18.7% | +7.5% |
| 5 Years | +6.8% | +12.2% | +5.3% |
| 10 Years | +3.2% | +7.7% | +4.5% |
| 15 Years | +5.0% | +9.1% | +4.1% |
| 20 Years |
| (0.1%) |
| +3.5% |
| +3.5% |
