Over the latest trailing 12-month period, total return cagr is +51.75%. The comparable SPY value is +22.51%. Year-to-date total return is +38.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WASH
$110,752
(11.1x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 12, 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
+38.9%
1-Year Total Return
+51.7%
Current Dividend Yield
5.74%
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 | +41.4% | +51.8% | +10.4% |
| 3 Years | +7.6% | +16.0% | +8.4% |
| 5 Years | (5.8%) | +0.5% | +6.3% |
| 10 Years | (0.1%) | +5.3% | +5.3% |
| 15 Years | +4.2% | +9.2% | +5.0% |
| 20 Years |
| +2.2% |
| +6.8% |
| +4.7% |
