Over the latest trailing 12-month period, total return cagr is +33.27%. The comparable SPY value is +17.60%. Year-to-date total return is +29.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SWK
$73,090
(7.3x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,166
(19.7x return)
Invested on Jul 29, 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
+29.6%
1-Year Total Return
+33.3%
Current Dividend Yield
3.52%
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 | +27.4% | +33.3% | +5.8% |
| 3 Years | (1.6%) | +2.4% | +4.0% |
| 5 Years | (13.6%) | (10.4%) | +3.2% |
| 10 Years | (2.6%) | +0.1% | +2.7% |
| 15 Years | +2.5% | +5.2% | +2.7% |
| 20 Years | +3.7% | +6.5% | +2.7% |
