Over the latest trailing 12-month period, total return cagr is +49.32%. The comparable SPY value is +17.76%. Year-to-date total return is +43.06%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WERN
$69,727
(7.0x 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
+43.1%
1-Year Total Return
+49.3%
Current Dividend Yield
1.32%
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 | +46.8% | +49.3% | +2.5% |
| 3 Years | (2.6%) | (1.0%) | +1.6% |
| 5 Years | (1.1%) | +0.4% | +1.5% |
| 10 Years | +5.3% | +6.6% | +1.3% |
| 15 Years | +3.5% | +4.7% | +1.1% |
| 20 Years |
| +4.3% |
| +5.4% |
| +1.1% |
