Over the latest trailing 12-month period, total return cagr is +10.51%. The comparable SPY value is +19.98%. Year-to-date total return is +23.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MO
$128,572
(12.9x 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
+23.3%
1-Year Total Return
+10.5%
Current Dividend Yield
6.16%
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 | +3.4% | +10.5% | +7.1% |
| 3 Years | +16.0% | +25.2% | +9.2% |
| 5 Years | +6.2% | +14.8% | +8.6% |
| 10 Years | +0.3% | +7.4% | +7.1% |
| 15 Years | +6.5% | +13.3% | +6.8% |
| 20 Years |
| (1.0%) |
| +5.2% |
| +6.2% |
