Over the latest trailing 12-month period, total return cagr is +19.98%. The comparable SPY value is +19.98%. Year-to-date total return is +13.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SPY
$196,282
(19.6x 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
+13.6%
1-Year Total Return
+20.0%
Current Dividend Yield
0.98%
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 | +18.7% | +20.0% | +1.3% |
| 3 Years | +19.4% | +20.9% | +1.5% |
| 5 Years | +11.2% | +12.7% | +1.5% |
| 10 Years | +13.4% | +15.3% | +1.8% |
| 15 Years | +13.3% | +15.3% | +2.0% |
| 20 Years |
| +9.2% |
| +11.3% |
| +2.0% |
