Over the latest trailing 12-month period, total return cagr is +17.78%. The comparable SPY value is +17.31%. Year-to-date total return is +22.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LH
$221,535
(22.2x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$196,671
(19.7x return)
Invested on Jul 29, 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
+22.3%
1-Year Total Return
+17.8%
Current Dividend Yield
0.96%
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 | +13.6% | +17.8% | +4.2% |
| 3 Years | +11.7% | +13.8% | +2.1% |
| 5 Years | +4.4% | +5.7% | +1.3% |
| 10 Years | +9.8% | +10.4% | +0.6% |
| 15 Years | +9.5% | +9.9% | +0.4% |
| 20 Years |
| +8.9% |
| +9.2% |
| +0.3% |
