Over the latest trailing 12-month period, total return cagr is +61.13%. The comparable SPY value is +16.85%. Year-to-date total return is +26.37%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MRK
$109,278
(10.9x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$198,533
(19.9x return)
Invested on Jul 22, 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
+26.4%
1-Year Total Return
+61.1%
Current Dividend Yield
2.56%
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 | +55.9% | +61.1% | +5.3% |
| 3 Years | +6.4% | +9.7% | +3.3% |
| 5 Years | +11.1% | +14.6% | +3.5% |
| 10 Years | +8.8% | +12.2% | +3.4% |
| 15 Years | +9.3% | +12.9% | +3.6% |
| 20 Years | +6.5% | +10.3% | +3.8% |
