Over the latest trailing 12-month period, total return cagr is +4.16%. The comparable SPY value is +17.49%. Year-to-date total return is +18.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MDLZ
$68,744
(6.9x return)
Invested on Jun 13, 2001
Growth of $10,000 in SPY (S&P 500)
$96,941
(9.7x return)
Invested on Jun 13, 2001
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
+18.0%
1-Year Total Return
+4.2%
Current Dividend Yield
3.20%
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 | +0.6% | +4.2% | +3.5% |
| 3 Years | (4.4%) | (1.5%) | +2.8% |
| 5 Years | +0.7% | +3.4% | +2.7% |
| 10 Years | +4.0% | +6.5% | +2.5% |
| 15 Years | +7.0% | +9.6% | +2.6% |
| 20 Years |
| +5.3% |
| +8.7% |
| +3.4% |
