Over the latest trailing 12-month period, total return cagr is +12.47%. The comparable SPY value is +17.76%. Year-to-date total return is +10.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HUBB
$316,432
(31.6x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+10.1%
1-Year Total Return
+12.5%
Current Dividend Yield
1.15%
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 | +11.1% | +12.5% | +1.4% |
| 3 Years | +13.3% | +14.8% | +1.5% |
| 5 Years | +20.0% | +21.9% | +1.9% |
| 10 Years | +16.5% | +18.9% | +2.4% |
| 15 Years | +14.3% | +16.6% | +2.4% |
| 20 Years |
| +12.5% |
| +15.1% |
| +2.7% |
