Over the latest trailing 12-month period, total return cagr is +3.36%. The comparable SPY value is +18.54%. Year-to-date total return is -6.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SYF
$42,736
(4.3x return)
Invested on Jul 31, 2014
Growth of $10,000 in SPY (S&P 500)
$48,478
(4.8x 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
-6.1%
1-Year Total Return
+3.4%
Current Dividend Yield
1.60%
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 | +1.7% | +3.4% | +1.7% |
| 3 Years | +35.2% | +38.0% | +2.8% |
| 5 Years | +10.7% | +13.2% | +2.5% |
| 10 Years | +11.1% | +13.8% | +2.6% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
