Over the latest trailing 12-month period, total return cagr is +21.76%. The comparable SPY value is +19.37%. Year-to-date total return is +19.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KDP
$370,330
(37.0x return)
Invested on Apr 28, 2008
Growth of $10,000 in SPY (S&P 500)
$77,001
(7.7x return)
Invested on Apr 28, 2008
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
+19.0%
1-Year Total Return
+21.7%
Current Dividend Yield
2.83%
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 | +17.8% | +21.8% | +3.9% |
| 3 Years | (0.8%) | +2.1% | +2.9% |
| 5 Years | (1.6%) | +1.0% | +2.6% |
| 10 Years | +8.1% | +13.1% | +5.0% |
| 15 Years | +11.9% | +22.3% | +10.4% |
| 20 Years |
| N/A |
| N/A |
| N/A |
