The total return over the past 12 months is +26.78% vs. +17.49% for the S&P 500. So far it's up +24.43% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +24.82% | +25.71% | +13.32% | +17.74% | +13.04% | N/A |
| Total Return CAGR | +26.78% | +27.71% | +15.38% | +20.49% | +16.06% | N/A |
| Revenue CAGR | N/A | +8.85% | +8.94% | +5.00% | +3.99% | +6.33% |
| Net Income CAGR | N/A | +9.54% | +13.49% | +12.33% | +5.15% | +7.38% |
| EPS CAGR | N/A | +9.13% | +13.07% | +12.34% | +4.61% | +6.09% |
| Free Cash Flow CAGR | N/A | +17.82% | +5.25% | +8.49% | +6.54% | +9.38% |
| Operating Cash Flow CAGR | N/A | +14.08% | +5.01% | +8.44% | +5.66% | +7.70% |
| 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 | $67.37 | +24.43% | +11.72% | +12.71% |
| 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.
