Over the latest trailing 12-month period, total return cagr is +2.35%. The comparable SPY value is +19.98%. Year-to-date total return is +19.12%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SWKS
$353,841
(35.4x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
+19.1%
1-Year Total Return
+2.4%
Current Dividend Yield
3.84%
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 | (0.8%) | +2.4% | +3.2% |
| 3 Years | (12.3%) | (9.4%) | +2.9% |
| 5 Years | (16.6%) | (14.2%) | +2.4% |
| 10 Years | +0.1% | +2.1% | +1.9% |
| 15 Years | +9.3% | +11.0% | +1.8% |
| 20 Years |
| +14.5% |
| +15.9% |
| +1.4% |
