Total Return CAGR:16.80%(TTM)
Over the latest trailing 12-month period, total return cagr is +16.80%. The comparable SPY value is +22.18%. Year-to-date total return is -31.48%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 1.05% over 3 years and 32.70% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
SYM Total Return CAGR Chart
Symbotic Inc. (SYM)
SYM Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 18 quarters.
SYM Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 580.49 | 397.76 | -182.73 | -31.48% | -31.48% |
| 2025 | 231.32 | 580.49 | +349.17 | +150.95% | +150.95% |
| 2024 | 500.78 | 231.32 | -269.46 | -53.81% | -53.81% |
| 2023 | 116.49 | 500.78 | +384.29 | +329.90% | +329.90% |
| 2022 | 97.56 | 116.49 | +18.93 | +19.40% | +19.40% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 398 | -14.0% | +4.9% |
| Q1 2026 | 463 | -20.3% | +134.6% |
| Q4 2025 | 580 | +10.4% | +150.9% |
| Q3 2025 | 526 | +38.7% | +121.0% |
| Q2 2025 | 379 | +92.2% | +10.5% |
| Q1 2025 | 197 | -14.8% | -55.3% |
| Q4 2024 | 231 | -2.8% | -53.8% |
| Q3 2024 | 238 | -30.6% | -25.2% |
| Q2 2024 | 343 | -22.3% | -17.9% |
| Q1 2024 | 441 | -11.9% | +98.0% |
| Q4 2023 | 501 | +57.4% | +329.9% |
| Q3 2023 | 318 | -23.8% | +199.3% |
| Q2 2023 | 418 | +87.4% | +260.7% |
| Q1 2023 | 223 | +91.3% | +130.7% |
| Q4 2022 | 116 | +9.5% | +19.4% |
| Q3 2022 | 106 | -8.2% | +11.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Symbotic Inc.
Symbotic Inc. is a company specializing in automation solutions, offering cutting-edge robotics and technology designed to boost operational efficiency for wholesale and retail businesses across the United States. They provide a comprehensive automated warehousing solution called The Symbotic System, which is engineered to lower expenditures, increase productivity, and streamline inventory control. The firm's headquarters are situated in Wilmington, Massachusetts.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Richard Cohen