Over the latest trailing 12-month period, total return cagr is +3.05%. The comparable SPY value is +16.10%. Year-to-date total return is +17.80%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KHC
$6,238
(0.6x return)
Invested on Jul 6, 2015
Growth of $10,000 in SPY (S&P 500)
$42,738
(4.3x return)
Invested on Jul 6, 2015
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
+17.8%
1-Year Total Return
+3.0%
Current Dividend Yield
5.79%
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 | (3.3%) | +3.0% | +6.3% |
| 3 Years | (8.6%) | (3.5%) | +5.0% |
| 5 Years | (6.7%) | (1.9%) | +4.7% |
| 10 Years | (10.8%) | (6.6%) | +4.2% |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
