Over the latest trailing 12-month period, total return cagr is -25.51%. The comparable SPY value is +19.37%. Year-to-date total return is -38.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ISRG
$1,724,926
(172.5x return)
Invested on Jun 16, 2000
Growth of $10,000 in SPY (S&P 500)
$83,045
(8.3x return)
Invested on Jun 16, 2000
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
-38.2%
1-Year Total Return
-25.5%
Current Dividend Yield
N/A
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 | (25.5%) | (25.5%) | N/A |
| 3 Years | +5.5% | +5.5% | N/A |
| 5 Years | (0.6%) | (0.6%) | N/A |
| 10 Years | +16.4% | +16.4% | N/A |
| 15 Years | +15.1% | +15.1% | N/A |
| 20 Years |
| +19.2% |
| +19.2% |
| N/A |
