Over the latest trailing 12-month period, total return cagr is -14.32%. The comparable SPY value is +19.49%. Year-to-date total return is -16.73%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OTIS
$17,507
(1.8x return)
Invested on Mar 19, 2020
Growth of $10,000 in SPY (S&P 500)
$36,556
(3.7x return)
Invested on Mar 19, 2020
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
-16.7%
1-Year Total Return
-14.3%
Current Dividend Yield
2.36%
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 | (16.0%) | (14.3%) | +1.7% |
| 3 Years | (7.5%) | (5.9%) | +1.6% |
| 5 Years | (4.3%) | (2.7%) | +1.5% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
