Over the latest trailing 12-month period, total return cagr is +1.33%. The comparable SPY value is +17.49%. Year-to-date total return is -10.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JKHY
$441,865
(44.2x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
-10.7%
1-Year Total Return
+1.3%
Current Dividend Yield
1.50%
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 | (0.2%) | +1.3% | +1.5% |
| 3 Years | +2.1% | +3.5% | +1.4% |
| 5 Years | (0.9%) | +0.3% | +1.3% |
| 10 Years | +6.5% | +7.8% | +1.3% |
| 15 Years | +12.4% | +13.8% | +1.5% |
| 20 Years |
| +11.0% |
| +12.5% |
| +1.5% |
