Over the latest trailing 12-month period, total return cagr is +59.49%. The comparable SPY value is +23.56%. Year-to-date total return is +40.71%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HWM
$176,856
(17.7x return)
Invested on Aug 1, 1996
Growth of $10,000 in SPY (S&P 500)
$194,709
(19.5x return)
Invested on Aug 1, 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
+40.7%
1-Year Total Return
+59.4%
Current Dividend Yield
0.17%
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 | +59.1% | +59.5% | +0.4% |
| 3 Years | +80.4% | +80.9% | +0.5% |
| 5 Years | +56.5% | +57.0% | +0.5% |
| 10 Years | +29.0% | +29.6% | +0.6% |
| 15 Years | +17.3% | +18.0% | +0.8% |
| 20 Years |
| +8.6% |
| +9.7% |
| +1.0% |
