Over the latest trailing 12-month period, total return cagr is +27.80%. The comparable SPY value is +16.94%. Year-to-date total return is +30.72%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NWBI
$170,255
(17.0x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+30.7%
1-Year Total Return
+27.9%
Current Dividend Yield
5.31%
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 | +20.5% | +27.8% | +7.3% |
| 3 Years | +13.0% | +20.4% | +7.4% |
| 5 Years | +2.1% | +8.7% | +6.6% |
| 10 Years | (0.4%) | +5.3% | +5.7% |
| 15 Years | +1.5% | +6.8% | +5.3% |
| 20 Years |
| +1.2% |
| +6.0% |
| +4.9% |
