The total return over the past 12 months is +51.42% vs. +17.49% for the S&P 500. So far it's up +18.81% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +50.77% | +133.52% | +43.42% | N/A | N/A | N/A |
| Total Return CAGR | +51.42% | +133.85% | +43.69% | N/A | N/A | N/A |
| Revenue CAGR | +14.75% | +13.27% | +7.96% | N/A | N/A | N/A |
| Net Income CAGR | +216.92% | N/A | +49.80% | N/A | N/A | N/A |
| EPS CAGR | +195.25% | N/A | +45.13% | N/A | N/A | N/A |
| Free Cash Flow CAGR | +127.75% | +101.03% | +62.02% | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +93.45% | +67.97% | +41.45% | N/A | N/A | N/A |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Siemens Energy AG (SMEGF)
| Year | Start price | End price | SMEGF Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $140.01 | $165.64 | +18.81% | +11.72% | +7.09% |
| 2025 | $52.56 | $140.01 | +166.38% | +17.72% | +148.66% |
| 2024 | $13.25 | $52.56 | +296.68% | +24.89% | +271.79% |
| 2023 | $19.15 | $13.25 | (30.81%) | +26.19% | (57.00%) |
| 2022 | $25.37 | $19.15 | (24.13%) | (18.17%) | (5.96%) |
| 2021 | $37.46 | $25.37 | (32.27%) | +28.74% | (61.01%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
