Over the latest trailing 12-month period, total return cagr is +3.19%. The comparable SPY value is +17.76%. Year-to-date total return is -11.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SYF
$40,106
(4.0x return)
Invested on Jul 31, 2014
Growth of $10,000 in SPY (S&P 500)
$46,843
(4.7x return)
Invested on Jul 31, 2014
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
-11.9%
1-Year Total Return
+3.2%
Current Dividend Yield
1.65%
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 | +1.5% | +3.2% | +1.7% |
| 3 Years | +26.7% | +29.4% | +2.7% |
| 5 Years | +9.4% | +11.9% | +2.5% |
| 10 Years | +9.9% | +12.5% | +2.6% |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
