Over the latest trailing 12-month period, total return cagr is -21.62%. The comparable SPY value is +17.49%. Year-to-date total return is -6.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VST
$114,332
(11.4x return)
Invested on Oct 5, 2016
Growth of $10,000 in SPY (S&P 500)
$41,808
(4.2x return)
Invested on Oct 5, 2016
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
-6.1%
1-Year Total Return
-21.6%
Current Dividend Yield
0.60%
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 | (22.0%) | (21.6%) | +0.4% |
| 3 Years | +64.2% | +65.8% | +1.6% |
| 5 Years | +51.6% | +54.4% | +2.8% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
