Over the latest trailing 12-month period, total return cagr is +16.28%. The comparable SPY value is +19.37%. Year-to-date total return is +31.33%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SJM
$158,951
(15.9x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 9, 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
+31.3%
1-Year Total Return
+16.3%
Current Dividend Yield
3.55%
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 | +11.7% | +16.3% | +4.6% |
| 3 Years | (4.2%) | +2.1% | +6.2% |
| 5 Years | +0.5% | +4.0% | +3.5% |
| 10 Years | (1.1%) | +2.1% | +3.2% |
| 15 Years | +3.7% | +6.8% | +3.0% |
| 20 Years |
| +4.8% |
| +7.8% |
| +3.0% |
