Over the latest trailing 12-month period, total return cagr is -47.77%. The comparable SPY value is +17.76%. Year-to-date total return is -45.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LULU
$81,629
(8.2x return)
Invested on Jul 27, 2007
Growth of $10,000 in SPY (S&P 500)
$72,915
(7.3x return)
Invested on Jul 27, 2007
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
-45.0%
1-Year Total Return
-47.7%
Current Dividend Yield
0.00%
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 | (47.8%) | (47.8%) | N/A |
| 3 Years | (33.0%) | (33.0%) | N/A |
| 5 Years | (22.3%) | (22.3%) | N/A |
| 10 Years | +4.1% | +4.1% | N/A |
| 15 Years | +4.0% | +4.0% | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |