Over the latest trailing 12-month period, total return cagr is +24.25%. The comparable SPY value is +16.85%. Year-to-date total return is +1.76%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TJX
$2,391,529
(239.2x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$196,984
(19.7x return)
Invested on Jul 22, 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
+1.8%
1-Year Total Return
+24.4%
Current Dividend Yield
1.14%
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 | +22.2% | +24.3% | +2.1% |
| 3 Years | +21.2% | +23.2% | +2.0% |
| 5 Years | +17.7% | +19.5% | +1.8% |
| 10 Years | +14.5% | +16.0% | +1.5% |
| 15 Years | +17.3% | +19.1% | +1.8% |
| 20 Years |
| +17.4% |
| +19.2% |
| +1.8% |
