Over the latest trailing 12-month period, total return cagr is +20.37%. The comparable SPY value is +16.94%. Year-to-date total return is +17.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HWC
$147,483
(14.7x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+17.4%
1-Year Total Return
+20.5%
Current Dividend Yield
2.66%
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 | +17.0% | +20.4% | +3.4% |
| 3 Years | +27.3% | +31.2% | +3.9% |
| 5 Years | +8.4% | +11.4% | +3.0% |
| 10 Years | +8.3% | +11.2% | +3.0% |
| 15 Years | +6.6% | +9.7% | +3.1% |
| 20 Years |
| +1.5% |
| +4.4% |
| +2.9% |
