Over the latest trailing 12-month period, total return cagr is +27.10%. The comparable SPY value is +19.37%. Year-to-date total return is +6.18%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UPS
$32,156
(3.2x return)
Invested on Nov 10, 1999
Growth of $10,000 in SPY (S&P 500)
$86,057
(8.6x return)
Invested on Nov 10, 1999
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
+6.2%
1-Year Total Return
+27.1%
Current Dividend Yield
6.53%
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 | +19.2% | +27.1% | +7.9% |
| 3 Years | (14.6%) | (9.5%) | +5.0% |
| 5 Years | (12.4%) | (8.2%) | +4.2% |
| 10 Years | (0.8%) | +3.1% | +3.9% |
| 15 Years | +3.0% | +6.7% | +3.7% |
| 20 Years |
| +1.9% |
| +5.3% |
| +3.5% |
