Over the latest trailing 12-month period, total return cagr is -17.20%. The comparable SPY value is +19.98%. Year-to-date total return is -14.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SPGI
$706,066
(70.6x 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
-14.6%
1-Year Total Return
-17.2%
Current Dividend Yield
0.87%
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 | (17.9%) | (17.2%) | +0.7% |
| 3 Years | +4.0% | +4.8% | +0.8% |
| 5 Years | (0.4%) | +0.5% | +0.8% |
| 10 Years | +13.5% | +14.5% | +1.0% |
| 15 Years | +17.3% | +18.6% | +1.4% |
| 20 Years |
| +10.8% |
| +12.5% |
| +1.7% |
