Over the latest trailing 12-month period, total return cagr is -13.87%. The comparable SPY value is +20.57%. Year-to-date total return is +0.78%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TW
$31,226
(3.1x return)
Invested on Apr 4, 2019
Growth of $10,000 in SPY (S&P 500)
$29,901
(3.0x return)
Invested on Apr 4, 2019
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
+0.8%
1-Year Total Return
-13.9%
Current Dividend Yield
0.48%
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 | (14.3%) | (13.9%) | +0.4% |
| 3 Years | +8.2% | +8.6% | +0.4% |
| 5 Years | +4.0% | +4.4% | +0.4% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
