Over the latest trailing 12-month period, total return cagr is -31.27%. The comparable SPY value is +16.94%. Year-to-date total return is -32.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VHC
$4,272
(0.4x return)
Invested on Jul 30, 1999
Growth of $10,000 in SPY (S&P 500)
$95,860
(9.6x return)
Invested on Jul 30, 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
-32.2%
1-Year Total Return
-31.4%
Current Dividend Yield
N/A
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 | (31.3%) | (31.3%) | N/A |
| 3 Years | +31.3% | +31.3% | N/A |
| 5 Years | (15.3%) | +2.4% | +17.7% |
| 10 Years | (7.5%) | +6.0% | +13.5% |
| 15 Years | (13.8%) | (5.6%) | +8.2% |
| 20 Years |
| +8.1% |
| +17.0% |
| +9.0% |
