Over the latest trailing 12-month period, total return cagr is -9.54%. The comparable SPY value is +19.98%. Year-to-date total return is -5.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STZ
$534,717
(53.5x 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
-5.1%
1-Year Total Return
-9.5%
Current Dividend Yield
3.20%
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 | (12.1%) | (9.5%) | +2.6% |
| 3 Years | (20.9%) | (19.1%) | +1.8% |
| 5 Years | (9.6%) | (7.8%) | +1.7% |
| 10 Years | (2.6%) | (1.0%) | +1.6% |
| 15 Years | +13.5% | +14.8% | +1.3% |
| 20 Years |
| +8.0% |
| +9.0% |
| +1.0% |
