Over the latest trailing 12-month period, total return cagr is +54.86%. The comparable SPY value is +16.85%. Year-to-date total return is +31.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VTR
$401,651
(40.2x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$196,984
(19.7x return)
Invested on Jul 23, 1996
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
+31.6%
1-Year Total Return
+55.2%
Current Dividend Yield
1.99%
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 | +49.8% | +54.9% | +5.0% |
| 3 Years | +26.5% | +32.0% | +5.5% |
| 5 Years | +10.9% | +14.6% | +3.7% |
| 10 Years | +3.1% | +7.6% | +4.5% |
| 15 Years | +5.0% | +10.1% | +5.1% |
| 20 Years |
| +6.1% |
| +11.7% |
| +5.6% |
