Over the latest trailing 12-month period, total return cagr is +38.28%. The comparable SPY value is +23.56%. Year-to-date total return is +32.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SHO
$15,679
(1.6x return)
Invested on Oct 21, 2004
Growth of $10,000 in SPY (S&P 500)
$101,804
(10.2x return)
Invested on Oct 21, 2004
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
+33.0%
1-Year Total Return
+38.3%
Current Dividend Yield
3.08%
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 | +33.2% | +38.3% | +5.1% |
| 3 Years | +7.0% | +10.9% | +3.9% |
| 5 Years | +0.7% | +3.3% | +2.6% |
| 10 Years | (1.4%) | +1.3% | +2.8% |
| 15 Years | +3.3% | +6.3% | +3.0% |
| 20 Years |
| (4.5%) |
| (0.8%) |
| +3.6% |
