Over the latest trailing 12-month period, total return cagr is -18.63%. The comparable SPY value is +21.52%. Year-to-date total return is +10.50%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ITRI
$30,179
(3.0x return)
Invested on Aug 13, 1996
Growth of $10,000 in SPY (S&P 500)
$192,739
(19.3x return)
Invested on Aug 13, 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
+10.5%
1-Year Total Return
-18.6%
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 | (18.6%) | (18.6%) | N/A |
| 3 Years | +13.1% | +13.1% | N/A |
| 5 Years | +4.5% | +4.5% | N/A |
| 10 Years | +7.8% | +7.8% | N/A |
| 15 Years | +6.6% | +6.6% | N/A |
| 20 Years |
| +3.9% |
| +3.9% |
| N/A |
