Over the latest trailing 12-month period, total return cagr is -7.27%. The comparable SPY value is +19.37%. Year-to-date total return is +6.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in T
$92,125
(9.2x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
+6.7%
1-Year Total Return
-7.3%
Current Dividend Yield
4.34%
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 | (11.4%) | (7.3%) | +4.2% |
| 3 Years | +21.1% | +27.7% | +6.6% |
| 5 Years | +4.2% | +10.7% | +6.5% |
| 10 Years | (1.9%) | +5.2% | +7.1% |
| 15 Years | +1.3% | +8.6% | +7.3% |
| 20 Years |
| +0.4% |
| +7.7% |
| +7.3% |
