Over the latest trailing 12-month period, total return cagr is -16.01%. The comparable SPY value is +17.60%. Year-to-date total return is +12.63%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LII
$457,960
(45.8x return)
Invested on Jul 29, 1999
Growth of $10,000 in SPY (S&P 500)
$89,808
(9.0x return)
Invested on Jul 29, 1999
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
+12.6%
1-Year Total Return
-16.0%
Current Dividend Yield
0.97%
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 | (16.9%) | (16.0%) | +0.9% |
| 3 Years | +14.4% | +15.5% | +1.1% |
| 5 Years | +10.7% | +12.0% | +1.3% |
| 10 Years | +13.1% | +14.4% | +1.3% |
| 15 Years | +19.9% | +21.4% | +1.5% |
| 20 Years |
| +17.2% |
| +18.8% |
| +1.6% |
