Over the latest trailing 12-month period, total return cagr is -39.84%. The comparable SPY value is +18.54%. Year-to-date total return is -52.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LULU
$71,229
(7.1x return)
Invested on Jul 27, 2007
Growth of $10,000 in SPY (S&P 500)
$73,991
(7.4x 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
-52.0%
1-Year Total Return
-39.8%
Current Dividend Yield
N/A
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 | (39.8%) | (39.8%) | N/A |
| 3 Years | (36.8%) | (36.8%) | N/A |
| 5 Years | (25.0%) | (25.0%) | N/A |
| 10 Years | +4.4% | +4.4% | N/A |
| 15 Years | +4.0% | +4.0% | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
