Over the latest trailing 12-month period, total return cagr is +5.36%. The comparable SPY value is +18.19%. Year-to-date total return is +16.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JD
$17,640
(1.8x return)
Invested on May 22, 2014
Growth of $10,000 in SPY (S&P 500)
$47,419
(4.7x return)
Invested on May 22, 2014
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
+16.6%
1-Year Total Return
+5.3%
Current Dividend Yield
3.10%
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 | +1.8% | +5.4% | +3.6% |
| 3 Years | (7.3%) | (4.3%) | +2.9% |
| 5 Years | (14.5%) | (12.3%) | +2.3% |
| 10 Years | +4.1% | +5.5% | +1.4% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
