Over the latest trailing 12-month period, total return cagr is +4.60%. The comparable SPY value is +19.49%. Year-to-date total return is -4.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NVO
$1,090,663
(109.1x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
-4.3%
1-Year Total Return
+4.6%
Current Dividend Yield
3.83%
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 | +0.0% | +4.6% | +4.6% |
| 3 Years | (16.4%) | (14.2%) | +2.2% |
| 5 Years | +0.3% | +2.5% | +2.1% |
| 10 Years | +5.2% | +7.6% | +2.4% |
| 15 Years | +9.4% | +11.8% | +2.3% |
| 20 Years |
| +14.6% |
| +16.9% |
| +2.3% |
