Over the latest trailing 12-month period, total return cagr is -8.64%. The comparable SPY value is +17.76%. Year-to-date total return is +8.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KDP
$337,677
(33.8x return)
Invested on Apr 28, 2008
Growth of $10,000 in SPY (S&P 500)
$73,991
(7.4x 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
+8.5%
1-Year Total Return
-8.6%
Current Dividend Yield
3.10%
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 | (11.6%) | (8.6%) | +3.0% |
| 3 Years | (2.8%) | +0.0% | +2.8% |
| 5 Years | (3.8%) | (1.3%) | +2.5% |
| 10 Years | +6.5% | +11.4% | +4.9% |
| 15 Years | +10.7% | +20.9% | +10.3% |
| 20 Years | N/A | N/A | N/A |
