Over the latest trailing 12-month period, total return cagr is -32.64%. The comparable SPY value is +17.49%. Year-to-date total return is -22.87%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LII
$313,622
(31.4x return)
Invested on Jul 29, 1999
Growth of $10,000 in SPY (S&P 500)
$90,519
(9.1x 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
-22.9%
1-Year Total Return
-32.6%
Current Dividend Yield
1.41%
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 | (33.3%) | (32.6%) | +0.7% |
| 3 Years | (1.3%) | (0.4%) | +0.8% |
| 5 Years | +3.0% | +4.2% | +1.2% |
| 10 Years | +9.1% | +10.4% | +1.3% |
| 15 Years | +18.5% | +20.1% | +1.5% |
| 20 Years | +15.0% | +16.6% | +1.5% |
