Over the latest trailing 12-month period, total return cagr is +2.88%. The comparable SPY value is +23.21%. Year-to-date total return is -9.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TEL
$76,784
(7.7x return)
Invested on Jun 14, 2007
Growth of $10,000 in SPY (S&P 500)
$71,756
(7.2x return)
Invested on Jun 14, 2007
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
-9.3%
1-Year Total Return
+2.9%
Current Dividend Yield
1.42%
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% | +2.9% | +1.4% |
| 3 Years | +13.6% | +15.4% | +1.8% |
| 5 Years | +6.5% | +8.3% | +1.7% |
| 10 Years | +13.4% | +15.4% | +2.0% |
| 15 Years | +13.0% | +15.2% | +2.2% |
| 20 Years |
| N/A |
| N/A |
| N/A |
