Over the latest trailing 12-month period, total return cagr is +4.02%. The comparable SPY value is +22.51%. Year-to-date total return is +9.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in INVH
$19,065
(1.9x return)
Invested on Feb 1, 2017
Growth of $10,000 in SPY (S&P 500)
$38,676
(3.9x return)
Invested on Feb 1, 2017
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
+9.6%
1-Year Total Return
+4.0%
Current Dividend Yield
3.99%
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 | (0.4%) | +4.0% | +4.4% |
| 3 Years | (5.0%) | (1.4%) | +3.5% |
| 5 Years | (5.3%) | (2.2%) | +3.1% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
