Over the latest trailing 12-month period, total return cagr is -0.93%. The comparable SPY value is +19.98%. Year-to-date total return is +3.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SO
$257,300
(25.7x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+3.5%
1-Year Total Return
-0.9%
Current Dividend Yield
3.40%
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 | (4.1%) | (0.9%) | +3.2% |
| 3 Years | +9.4% | +13.2% | +3.8% |
| 5 Years | +5.9% | +9.8% | +3.9% |
| 10 Years | +5.5% | +9.9% | +4.4% |
| 15 Years | +5.2% | +9.8% | +4.6% |
| 20 Years |
| +4.8% |
| +9.6% |
| +4.7% |
