Over the latest trailing 12-month period, total return cagr is -31.89%. The comparable SPY value is +23.56%. Year-to-date total return is -25.78%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NRG
$163,626
(16.4x return)
Invested on Dec 2, 2003
Growth of $10,000 in SPY (S&P 500)
$108,522
(10.9x 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
-25.8%
1-Year Total Return
-31.9%
Current Dividend Yield
1.56%
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 | (32.7%) | (31.9%) | +0.8% |
| 3 Years | +46.1% | +48.8% | +2.7% |
| 5 Years | +22.9% | +26.2% | +3.3% |
| 10 Years | +23.8% | +26.4% | +2.6% |
| 15 Years | +11.7% | +14.0% | +2.2% |
| 20 Years |
| +8.4% |
| +10.0% |
| +1.6% |
