Over the latest trailing 12-month period, total return cagr is +21.38%. The comparable SPY value is +17.76%. Year-to-date total return is +11.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JPM
$364,290
(36.4x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+11.2%
1-Year Total Return
+21.4%
Current Dividend Yield
1.67%
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 | +19.1% | +21.4% | +2.3% |
| 3 Years | +30.8% | +33.7% | +2.9% |
| 5 Years | +18.6% | +21.6% | +3.0% |
| 10 Years | +18.6% | +21.8% | +3.2% |
| 15 Years | +15.2% | +18.4% | +3.1% |
| 20 Years |
| +10.9% |
| +13.8% |
| +2.9% |
