Over the latest trailing 12-month period, total return cagr is +41.59%. The comparable SPY value is +19.37%. Year-to-date total return is +34.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WERN
$64,645
(6.5x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 9, 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
+34.3%
1-Year Total Return
+41.5%
Current Dividend Yield
1.41%
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 | +39.2% | +41.6% | +2.4% |
| 3 Years | +0.3% | +2.0% | +1.6% |
| 5 Years | (3.5%) | (2.1%) | +1.4% |
| 10 Years | +5.3% | +6.5% | +1.3% |
| 15 Years | +3.7% | +4.8% | +1.1% |
| 20 Years |
| +4.1% |
| +5.2% |
| +1.1% |
