Over the latest trailing 12-month period, total return cagr is +24.64%. The comparable SPY value is +17.49%. Year-to-date total return is +27.26%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SWK
$72,569
(7.3x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$194,354
(19.4x 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
+27.3%
1-Year Total Return
+24.6%
Current Dividend Yield
3.63%
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 | +19.5% | +24.6% | +5.2% |
| 3 Years | +0.3% | +4.4% | +4.1% |
| 5 Years | (13.4%) | (10.2%) | +3.3% |
| 10 Years | (2.6%) | +0.1% | +2.7% |
| 15 Years | +3.5% | +6.2% | +2.7% |
| 20 Years |
| +3.4% |
| +6.1% |
| +2.7% |
