Over the latest trailing 12-month period, total return cagr is +48.64%. The comparable SPY value is +17.49%. Year-to-date total return is +57.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HUM
$228,522
(22.9x 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
+57.6%
1-Year Total Return
+48.6%
Current Dividend Yield
0.88%
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 | +46.5% | +48.6% | +2.1% |
| 3 Years | (5.0%) | (3.9%) | +1.1% |
| 5 Years | (0.1%) | +0.9% | +1.0% |
| 10 Years | +8.5% | +9.5% | +0.9% |
| 15 Years | +12.1% | +13.1% | +1.0% |
| 20 Years |
| +9.8% |
| +10.6% |
| +0.8% |