Over the latest trailing 12-month period, total return cagr is +32.01%. The comparable SPY value is +17.76%. Year-to-date total return is +20.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JCI
$968,914
(96.9x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 22, 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
+20.4%
1-Year Total Return
+32.0%
Current Dividend Yield
1.12%
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 | +30.3% | +32.0% | +1.7% |
| 3 Years | +27.7% | +30.0% | +2.4% |
| 5 Years | +15.1% | +17.4% | +2.3% |
| 10 Years | +12.8% | +15.4% | +2.6% |
| 15 Years | +13.4% | +17.1% | +3.7% |
| 20 Years | +10.8% | +15.5% | +4.6% |
