Over the latest trailing 12-month period, total return cagr is +34.73%. The comparable SPY value is +17.49%. Year-to-date total return is +6.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WAT
$538,458
(53.8x 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
+6.6%
1-Year Total Return
+34.7%
Current Dividend Yield
N/A
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 | +34.7% | +34.7% | N/A |
| 3 Years | +15.4% | +15.4% | N/A |
| 5 Years | (0.8%) | (0.8%) | N/A |
| 10 Years | +10.4% | +10.4% | N/A |
| 15 Years | +11.9% | +11.9% | N/A |
| 20 Years |
| +11.9% |
| +11.9% |
| N/A |
