Over the latest trailing 12-month period, total return cagr is +10.82%. The comparable SPY value is +19.98%. Year-to-date total return is +12.47%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in O
$320,928
(32.1x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
+12.5%
1-Year Total Return
+10.8%
Current Dividend Yield
5.29%
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 | +5.1% | +10.8% | +5.7% |
| 3 Years | +2.9% | +8.8% | +5.8% |
| 5 Years | (2.6%) | +2.6% | +5.2% |
| 10 Years | (0.5%) | +4.4% | +4.9% |
| 15 Years | +4.4% | +9.4% | +5.1% |
| 20 Years |
| +4.9% |
| +10.4% |
| +5.5% |