Over the latest trailing 12-month period, total return cagr is +28.29%. The comparable SPY value is +21.96%. Year-to-date total return is +11.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NWN
$72,211
(7.2x return)
Invested on Aug 13, 1996
Growth of $10,000 in SPY (S&P 500)
$194,084
(19.4x return)
Invested on Aug 13, 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
+12.0%
1-Year Total Return
+28.3%
Current Dividend Yield
3.88%
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 | +23.2% | +28.3% | +5.1% |
| 3 Years | +7.2% | +12.3% | +5.1% |
| 5 Years | (1.0%) | +3.4% | +4.5% |
| 10 Years | (2.2%) | +1.6% | +3.8% |
| 15 Years | +1.1% | +5.0% | +3.9% |
| 20 Years | +1.6% | +5.5% | +3.9% |
