Over the latest trailing 12-month period, total return cagr is +4.12%. The comparable SPY value is +16.94%. Year-to-date total return is +3.37%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SIGI
$191,211
(19.1x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 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
+3.4%
1-Year Total Return
+4.1%
Current Dividend Yield
2.01%
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 | +2.1% | +4.1% | +2.1% |
| 3 Years | (6.9%) | (5.3%) | +1.6% |
| 5 Years | +2.1% | +3.7% | +1.6% |
| 10 Years | +8.2% | +9.8% | +1.6% |
| 15 Years | +13.2% | +15.2% | +2.0% |
| 20 Years |
| +5.8% |
| +8.0% |
| +2.1% |
