Over the latest trailing 12-month period, total return cagr is -18.57%. The comparable SPY value is +17.49%. Year-to-date total return is -2.39%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JD
$14,774
(1.5x return)
Invested on May 22, 2014
Growth of $10,000 in SPY (S&P 500)
$48,965
(4.9x 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
-2.4%
1-Year Total Return
-18.6%
Current Dividend Yield
3.70%
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 | (21.4%) | (18.6%) | +2.8% |
| 3 Years | (5.4%) | (2.4%) | +3.0% |
| 5 Years | (19.6%) | (17.5%) | +2.1% |
| 10 Years | +0.3% | +1.6% | +1.3% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
