Over the latest trailing 12-month period, total return cagr is +656.16%. The comparable SPY value is +17.76%. Year-to-date total return is +201.97%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WDC
$759,116
(75.9x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x 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
+202.0%
1-Year Total Return
+655.1%
Current Dividend Yield
0.10%
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 | +654.2% | +656.2% | +2.0% |
| 3 Years | +160.4% | +160.8% | +0.4% |
| 5 Years | +60.9% | +61.0% | +0.1% |
| 10 Years | +29.4% | +31.0% | +1.7% |
| 15 Years | +21.3% | +23.1% | +1.8% |
| 20 Years |
| +20.1% |
| +21.4% |
| +1.3% |
