Over the latest trailing 12-month period, total return cagr is +1.90%. The comparable SPY value is +19.98%. Year-to-date total return is +3.03%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WEC
$224,328
(22.4x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
+3.0%
1-Year Total Return
+1.9%
Current Dividend Yield
3.54%
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 | (1.4%) | +1.9% | +3.3% |
| 3 Years | +8.4% | +12.3% | +3.9% |
| 5 Years | +2.0% | +5.5% | +3.5% |
| 10 Years | +5.8% | +9.2% | +3.5% |
| 15 Years | +8.5% | +12.2% | +3.6% |
| 20 Years | +8.3% | +11.8% | +3.5% |
