Over the latest trailing 12-month period, total return cagr is +31.84%. The comparable SPY value is +16.94%. Year-to-date total return is +32.08%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ILPT
$4,252
(0.4x return)
Invested on Jan 12, 2018
Growth of $10,000 in SPY (S&P 500)
$31,666
(3.2x return)
Invested on Jan 12, 2018
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
+32.1%
1-Year Total Return
+32.0%
Current Dividend Yield
3.52%
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 | +27.1% | +31.8% | +4.8% |
| 3 Years | +40.7% | +43.9% | +3.2% |
| 5 Years | (22.8%) | (20.9%) | +1.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
