Over the latest trailing 12-month period, total return cagr is -3.13%. The comparable SPY value is +19.49%. Year-to-date total return is -2.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HSY
$177,342
(17.7x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
-2.4%
1-Year Total Return
-3.1%
Current Dividend Yield
3.22%
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 | (6.0%) | (3.1%) | +2.8% |
| 3 Years | (8.9%) | (6.2%) | +2.7% |
| 5 Years | (0.4%) | +2.1% | +2.5% |
| 10 Years | +4.7% | +7.2% | +2.5% |
| 15 Years | +7.8% | +10.4% | +2.6% |
| 20 Years |
| +6.0% |
| +8.6% |
| +2.6% |
