Over the latest trailing 12-month period, total return cagr is +18.39%. The comparable SPY value is +17.49%. Year-to-date total return is +12.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VTI
$101,702
(10.2x return)
Invested on May 31, 2001
Growth of $10,000 in SPY (S&P 500)
$96,743
(9.7x return)
Invested on May 31, 2001
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
+12.7%
1-Year Total Return
+18.4%
Current Dividend Yield
1.04%
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 | +17.0% | +18.4% | +1.4% |
| 3 Years | +19.2% | +20.8% | +1.6% |
| 5 Years | +10.1% | +11.7% | +1.6% |
| 10 Years | +13.1% | +14.9% | +1.8% |
| 15 Years | +13.1% | +15.1% | +2.0% |
| 20 Years |
| +9.2% |
| +11.2% |
| +2.0% |
