Over the latest trailing 12-month period, total return cagr is +15.31%. The comparable SPY value is +23.65%. Year-to-date total return is +14.38%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TROW
$329,758
(33.0x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$194,874
(19.5x return)
Invested on Aug 5, 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
+14.4%
1-Year Total Return
+15.3%
Current Dividend Yield
4.51%
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 | +9.6% | +15.3% | +5.7% |
| 3 Years | (0.8%) | +4.1% | +4.9% |
| 5 Years | (11.8%) | (7.9%) | +3.9% |
| 10 Years | +5.0% | +9.0% | +4.0% |
| 15 Years | +5.4% | +9.2% | +3.7% |
| 20 Years |
| +5.2% |
| +8.5% |
| +3.3% |
