Over the latest trailing 12-month period, total return cagr is +20.82%. The comparable SPY value is +19.98%. Year-to-date total return is +15.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SPG
$381,445
(38.1x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
+15.7%
1-Year Total Return
+20.8%
Current Dividend Yield
4.20%
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 | +15.4% | +20.8% | +5.4% |
| 3 Years | +22.1% | +28.4% | +6.3% |
| 5 Years | +9.1% | +15.0% | +6.0% |
| 10 Years | (0.3%) | +4.9% | +5.2% |
| 15 Years | +4.5% | +9.2% | +4.7% |
| 20 Years | +4.9% | +9.4% | +4.5% |
