Over the latest trailing 12-month period, total return cagr is -17.27%. The comparable SPY value is +19.98%. Year-to-date total return is -14.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MCD
$215,292
(21.5x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
-14.7%
1-Year Total Return
-17.3%
Current Dividend Yield
2.91%
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 | (19.4%) | (17.3%) | +2.1% |
| 3 Years | (3.1%) | (0.7%) | +2.4% |
| 5 Years | +1.4% | +3.8% | +2.4% |
| 10 Years | +8.2% | +10.9% | +2.6% |
| 15 Years | +7.3% | +10.2% | +2.9% |
| 20 Years |
| +10.2% |
| +13.4% |
| +3.2% |
