Over the latest trailing 12-month period, total return cagr is +28.76%. The comparable SPY value is +22.51%. Year-to-date total return is +27.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TPL
$8,156,673
(815.7x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 12, 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
+27.4%
1-Year Total Return
+28.7%
Current Dividend Yield
0.52%
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 | +28.1% | +28.8% | +0.7% |
| 3 Years | +20.3% | +21.8% | +1.4% |
| 5 Years | +17.1% | +18.5% | +1.4% |
| 10 Years | +34.1% | +36.3% | +2.2% |
| 15 Years | +33.7% | +35.6% | +1.9% |
| 20 Years |
| +26.7% |
| +28.4% |
| +1.8% |
