Over the latest trailing 12-month period, total return cagr is -30.49%. The comparable SPY value is +22.80%. Year-to-date total return is -16.49%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SAP
$218,257
(21.8x return)
Invested on Aug 7, 1996
Growth of $10,000 in SPY (S&P 500)
$193,689
(19.4x return)
Invested on Aug 7, 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
-16.5%
1-Year Total Return
-30.5%
Current Dividend Yield
1.47%
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 | (31.7%) | (30.5%) | +1.2% |
| 3 Years | +14.4% | +15.9% | +1.5% |
| 5 Years | +6.4% | +8.2% | +1.8% |
| 10 Years | +8.8% | +10.4% | +1.7% |
| 15 Years | +8.8% | +10.6% | +1.8% |
| 20 Years |
| +7.7% |
| +9.4% |
| +1.7% |
