Over the latest trailing 12-month period, total return cagr is +23.65%. The comparable SPY value is +16.94%. Year-to-date total return is +9.63%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NWE
$61,132
(6.1x return)
Invested on Nov 2, 2004
Growth of $10,000 in SPY (S&P 500)
$99,115
(9.9x return)
Invested on Nov 2, 2004
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
+9.6%
1-Year Total Return
+23.8%
Current Dividend Yield
3.86%
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 | +19.0% | +23.6% | +4.6% |
| 3 Years | +12.5% | +17.7% | +5.3% |
| 5 Years | +3.2% | +8.0% | +4.8% |
| 10 Years | +2.3% | +6.7% | +4.3% |
| 15 Years | +5.2% | +9.5% | +4.3% |
| 20 Years | +3.4% | +7.6% | +4.2% |
