Over the latest trailing 12-month period, total return cagr is +14.03%. The comparable SPY value is +18.19%. Year-to-date total return is +0.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OMC
$153,825
(15.4x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,387
(19.7x 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
+0.7%
1-Year Total Return
+14.0%
Current Dividend Yield
3.89%
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 | +9.6% | +14.0% | +4.4% |
| 3 Years | (1.2%) | +2.3% | +3.5% |
| 5 Years | +1.8% | +5.5% | +3.7% |
| 10 Years | (0.3%) | +3.2% | +3.5% |
| 15 Years | +3.6% | +6.9% | +3.4% |
| 20 Years |
| +2.9% |
| +5.8% |
| +2.9% |
