Over the latest trailing 12-month period, total return cagr is -3.54%. The comparable SPY value is +23.65%. Year-to-date total return is -13.85%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JKHY
$434,713
(43.5x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
-13.8%
1-Year Total Return
-3.5%
Current Dividend Yield
1.53%
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 | (5.0%) | (3.5%) | +1.4% |
| 3 Years | (3.2%) | (1.9%) | +1.3% |
| 5 Years | (2.2%) | (0.9%) | +1.3% |
| 10 Years | +5.8% | +7.1% | +1.3% |
| 15 Years | +12.6% | +14.0% | +1.4% |
| 20 Years |
| +11.4% |
| +12.9% |
| +1.5% |
