Over the latest trailing 12-month period, total return cagr is +36.95%. The comparable SPY value is +18.19%. Year-to-date total return is +10.50%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UAL
$42,017
(4.2x return)
Invested on Feb 6, 2006
Growth of $10,000 in SPY (S&P 500)
$85,499
(8.5x return)
Invested on Feb 6, 2006
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
+10.5%
1-Year Total Return
+36.9%
Current Dividend Yield
0.00%
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 | +37.0% | +37.0% | N/A |
| 3 Years | +31.6% | +31.6% | N/A |
| 5 Years | +21.5% | +21.5% | N/A |
| 10 Years | +10.2% | +10.2% | N/A |
| 15 Years | +13.7% | +13.7% | N/A |
| 20 Years |
| +8.2% |
| +8.6% |
| +0.4% |
