The total return over the past 12 months is +38.50% vs. +23.67% for the S&P 500. So far it's up +29.10% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +36.37% | +25.36% | +15.08% | +18.26% | +11.65% | N/A |
| Total Return CAGR | +38.50% | +27.36% | +17.17% | +21.02% | +14.62% | N/A |
| Revenue CAGR | +18.44% | +8.43% | +8.51% | +4.73% | +3.84% | +5.84% |
| Net Income CAGR | +20.75% | +9.73% | +11.50% | +10.75% | +5.94% | +7.33% |
| EPS CAGR | +19.87% | +9.13% | +13.07% | +12.34% | +4.61% | +6.09% |
| Free Cash Flow CAGR | +27.38% | +23.01% | +6.62% | +6.56% | +6.51% | +8.83% |
| Operating Cash Flow CAGR | +19.75% | +17.64% | +6.20% | +6.83% | +5.47% | +7.44% |
| Dividends CAGR | +18.86% | +12.18% | +9.97% | +8.15% | +5.29% | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Schneider Electric S.E. (SBGSY)
| Year | Start price | End price | SBGSY Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $54.99 | $69.90 | +29.10% | +14.00% | +15.10% |
| 2025 | $49.64 | $54.99 | +12.65% | +17.72% | (5.07%) |
| 2024 | $40.22 | $49.64 | +25.33% | +24.89% | +0.44% |
| 2023 | $27.96 | $40.22 | +46.79% | +26.19% | +20.60% |
| 2022 | $39.21 | $27.96 | (27.09%) | (18.17%) | (8.92%) |
| 2021 | $28.95 | $39.21 | +38.01% | +28.74% | +9.27% |
| 2020 | $20.40 | $28.95 | +46.49% | +18.37% | +28.12% |
| 2019 | $13.52 | $20.40 | +55.75% | +31.22% | +24.53% |
| 2018 | $16.95 | $13.52 | (17.76%) | (4.56%) | (13.20%) |
| 2017 | $13.81 | $16.95 | +26.23% | +21.70% | +4.53% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
