Over the latest trailing 12-month period, total return cagr is -5.14%. The comparable SPY value is +19.49%. Year-to-date total return is +27.63%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LW
$18,032
(1.8x return)
Invested on Nov 1, 2016
Growth of $10,000 in SPY (S&P 500)
$41,868
(4.2x return)
Invested on Nov 1, 2016
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
+27.6%
1-Year Total Return
-5.1%
Current Dividend Yield
2.85%
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 | (7.9%) | (5.1%) | +2.8% |
| 3 Years | (20.3%) | (18.4%) | +1.8% |
| 5 Years | (4.7%) | (2.9%) | +1.8% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
