Over the latest trailing 12-month period, total return cagr is -24.96%. The comparable SPY value is +19.37%. Year-to-date total return is -15.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LOW
$594,548
(59.5x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 9, 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
-15.4%
1-Year Total Return
-24.9%
Current Dividend Yield
2.42%
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 | (26.5%) | (25.0%) | +1.5% |
| 3 Years | (4.6%) | (2.7%) | +1.9% |
| 5 Years | (0.3%) | +1.6% | +1.9% |
| 10 Years | +10.5% | +12.6% | +2.1% |
| 15 Years | +16.8% | +18.9% | +2.2% |
| 20 Years | +10.5% | +12.5% | +2.0% |
