Over the latest trailing 12-month period, total return cagr is +60.40%. The comparable SPY value is +23.65%. Year-to-date total return is +12.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VALE
$215,153
(21.5x return)
Invested on Mar 21, 2002
Growth of $10,000 in SPY (S&P 500)
$105,281
(10.5x return)
Invested on Mar 21, 2002
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
+12.9%
1-Year Total Return
+60.4%
Current Dividend Yield
6.91%
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 | +47.3% | +60.4% | +13.1% |
| 3 Years | +2.0% | +11.8% | +9.9% |
| 5 Years | (6.8%) | +2.7% | +9.5% |
| 10 Years | +9.3% | +17.3% | +7.9% |
| 15 Years | (4.2%) | +2.1% | +6.3% |
| 20 Years |
| +1.1% |
| +6.6% |
| +5.5% |
