Over the latest trailing 12-month period, total return cagr is -27.29%. The comparable SPY value is +17.49%. Year-to-date total return is -28.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NRG
$158,621
(15.9x return)
Invested on Dec 2, 2003
Growth of $10,000 in SPY (S&P 500)
$106,980
(10.7x return)
Invested on Dec 2, 2003
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
-28.1%
1-Year Total Return
-27.3%
Current Dividend Yield
1.64%
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 | (28.2%) | (27.3%) | +0.9% |
| 3 Years | +42.9% | +45.6% | +2.7% |
| 5 Years | +21.1% | +24.4% | +3.2% |
| 10 Years | +25.6% | +28.2% | +2.6% |
| 15 Years | +11.3% | +13.5% | +2.2% |
| 20 Years |
| +8.0% |
| +9.6% |
| +1.6% |
