Over the latest trailing 12-month period, total return cagr is +13.44%. The comparable SPY value is +17.76%. Year-to-date total return is +23.51%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SJM
$138,318
(13.8x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+23.5%
1-Year Total Return
+13.4%
Current Dividend Yield
3.72%
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 | +8.9% | +13.4% | +4.5% |
| 3 Years | (8.2%) | (4.7%) | +3.6% |
| 5 Years | (1.9%) | +1.5% | +3.4% |
| 10 Years | (2.5%) | +0.6% | +3.1% |
| 15 Years | +2.6% | +5.6% | +3.0% |
| 20 Years |
| +4.8% |
| +7.8% |
| +3.0% |
