Over the latest trailing 12-month period, total return cagr is +22.03%. The comparable SPY value is +17.49%. Year-to-date total return is +51.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LYB
$65,293
(6.5x return)
Invested on Apr 28, 2010
Growth of $10,000 in SPY (S&P 500)
$83,738
(8.4x return)
Invested on Apr 28, 2010
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
+22.0%
Current Dividend Yield
5.40%
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 | +14.8% | +22.0% | +7.2% |
| 3 Years | (14.1%) | (8.2%) | +5.8% |
| 5 Years | (7.3%) | (1.8%) | +5.5% |
| 10 Years | (1.8%) | +3.4% | +5.1% |
| 15 Years | +4.9% | +10.7% | +5.8% |
| 20 Years |
| N/A |
| N/A |
| N/A |
