Over the latest trailing 12-month period, total return cagr is +34.31%. The comparable SPY value is +17.49%. Year-to-date total return is +16.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VTR
$291,525
(29.2x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$188,616
(18.9x return)
Invested on Sep 10, 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
+16.9%
1-Year Total Return
+34.3%
Current Dividend Yield
2.24%
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 | +31.0% | +34.3% | +3.4% |
| 3 Years | +28.2% | +32.2% | +4.0% |
| 5 Years | +9.7% | +13.4% | +3.7% |
| 10 Years | +2.6% | +7.1% | +4.4% |
| 15 Years | +4.7% | +9.6% | +4.9% |
| 20 Years |
| +4.8% |
| +10.3% |
| +5.5% |
