Over the latest trailing 12-month period, total return cagr is -7.02%. The comparable SPY value is +19.98%. Year-to-date total return is -20.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IBM
$166,890
(16.7x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$187,725
(18.8x return)
Invested on Sep 9, 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
-20.1%
1-Year Total Return
-7.0%
Current Dividend Yield
2.90%
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 | (9.4%) | (7.0%) | +2.4% |
| 3 Years | +16.3% | +19.9% | +3.6% |
| 5 Years | +11.8% | +16.3% | +4.4% |
| 10 Years | +4.3% | +8.8% | +4.5% |
| 15 Years | +2.6% | +6.4% | +3.8% |
| 20 Years |
| +5.7% |
| +9.0% |
| +3.4% |
