Over the latest trailing 12-month period, total return cagr is +18.01%. The comparable SPY value is +19.98%. Year-to-date total return is +10.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LMT
$259,513
(26.0x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+10.6%
1-Year Total Return
+18.0%
Current Dividend Yield
2.63%
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 | +15.0% | +18.0% | +3.0% |
| 3 Years | +5.4% | +8.3% | +2.8% |
| 5 Years | +8.1% | +11.0% | +2.9% |
| 10 Years | +8.0% | +10.9% | +2.9% |
| 15 Years | +14.2% | +17.7% | +3.5% |
| 20 Years |
| +9.6% |
| +12.8% |
| +3.2% |
