Over the latest trailing 12-month period, total return cagr is -1.19%. The comparable SPY value is +17.49%. Year-to-date total return is +15.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SW
$80,351
(8.0x return)
Invested on Jun 17, 2008
Growth of $10,000 in SPY (S&P 500)
$79,979
(8.0x return)
Invested on Jun 17, 2008
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
+15.2%
1-Year Total Return
-1.2%
Current Dividend Yield
4.14%
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 | (5.3%) | (1.2%) | +4.1% |
| 3 Years | +8.3% | +12.6% | +4.3% |
| 5 Years | (3.6%) | +0.3% | +3.8% |
| 10 Years | (0.7%) | +2.8% | +3.6% |
| 15 Years | +13.0% | +16.2% | +3.2% |
| 20 Years |
| N/A |
| N/A |
| N/A |
