Over the latest trailing 12-month period, total return cagr is +9.33%. The comparable SPY value is +16.10%. Year-to-date total return is +34.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SW
$93,584
(9.4x return)
Invested on Jun 17, 2008
Growth of $10,000 in SPY (S&P 500)
$76,956
(7.7x 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
+34.1%
1-Year Total Return
+9.3%
Current Dividend Yield
3.48%
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 | +4.7% | +9.3% | +4.7% |
| 3 Years | +15.5% | +19.7% | +4.3% |
| 5 Years | +0.4% | +4.2% | +3.8% |
| 10 Years | +1.7% | +5.3% | +3.5% |
| 15 Years | +11.0% | +14.0% | +3.0% |
| 20 Years |
| N/A |
| N/A |
| N/A |
