Over the latest trailing 12-month period, total return cagr is -3.77%. The comparable SPY value is +17.49%. Year-to-date total return is -2.62%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HSY
$152,692
(15.3x 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
-2.6%
1-Year Total Return
-3.8%
Current Dividend Yield
3.30%
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 | (6.6%) | (3.8%) | +2.8% |
| 3 Years | (6.5%) | (3.7%) | +2.8% |
| 5 Years | (0.2%) | +2.4% | +2.6% |
| 10 Years | +6.1% | +8.7% | +2.6% |
| 15 Years | +7.8% | +10.3% | +2.6% |
| 20 Years |
| +6.3% |
| +9.0% |
| +2.7% |
