Over the latest trailing 12-month period, total return cagr is -0.23%. The comparable SPY value is +19.98%. Year-to-date total return is +10.98%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SYY
$203,953
(20.4x 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
+11.0%
1-Year Total Return
-0.2%
Current Dividend Yield
2.71%
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 | (3.0%) | (0.2%) | +2.8% |
| 3 Years | +4.4% | +7.4% | +2.9% |
| 5 Years | +0.7% | +3.4% | +2.7% |
| 10 Years | +4.2% | +6.9% | +2.7% |
| 15 Years | +7.5% | +10.5% | +3.1% |
| 20 Years |
| +4.8% |
| +7.8% |
| +3.1% |
