Over the latest trailing 12-month period, total return cagr is +19.75%. The comparable SPY value is +17.76%. Year-to-date total return is +19.39%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UPS
$36,154
(3.6x return)
Invested on Nov 10, 1999
Growth of $10,000 in SPY (S&P 500)
$82,944
(8.3x 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
+19.4%
1-Year Total Return
+19.7%
Current Dividend Yield
5.71%
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 | +12.0% | +19.8% | +7.8% |
| 3 Years | (15.2%) | (10.4%) | +4.8% |
| 5 Years | (11.5%) | (7.4%) | +4.1% |
| 10 Years | +0.4% | +4.3% | +3.9% |
| 15 Years | +3.0% | +6.6% | +3.7% |
| 20 Years | +1.8% | +5.3% | +3.4% |
