Over the latest trailing 12-month period, total return cagr is +75.72%. The comparable SPY value is +18.54%. Year-to-date total return is +51.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STT
$235,373
(23.5x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x return)
Invested on Sep 9, 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
+51.4%
1-Year Total Return
+75.7%
Current Dividend Yield
1.75%
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 | +71.3% | +75.7% | +4.4% |
| 3 Years | +39.8% | +44.3% | +4.5% |
| 5 Years | +16.9% | +20.7% | +3.8% |
| 10 Years | +10.7% | +13.9% | +3.2% |
| 15 Years | +12.7% | +15.6% | +2.9% |
| 20 Years |
| +5.8% |
| +8.1% |
| +2.3% |
