Over the latest trailing 12-month period, total return cagr is -8.33%. The comparable SPY value is +22.80%. Year-to-date total return is -1.48%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VLTO
$12,313
(1.2x return)
Invested on Sep 27, 2023
Growth of $10,000 in SPY (S&P 500)
$18,596
(1.9x return)
Invested on Sep 27, 2023
Hypothetical Growth of $10,000
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.
tgmcharts.com
Recent Performance Indicators
YTD Total Return
-1.5%
1-Year Total Return
-8.3%
Current Dividend Yield
0.51%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
