Over the latest trailing 12-month period, total return cagr is -2.06%. The comparable SPY value is +22.66%. Year-to-date total return is -2.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SUI
$248,804
(24.9x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$194,377
(19.4x return)
Invested on Aug 12, 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
-2.6%
1-Year Total Return
-2.1%
Current Dividend Yield
3.64%
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 | (5.4%) | (2.1%) | +3.3% |
| 3 Years | (1.9%) | +2.3% | +4.3% |
| 5 Years | (9.3%) | (6.2%) | +3.2% |
| 10 Years | +4.2% | +7.4% | +3.2% |
| 15 Years | +8.8% | +13.0% | +4.2% |
| 20 Years |
| +6.8% |
| +13.1% |
| +6.2% |
