Over the latest trailing 12-month period, total return cagr is +12.36%. The comparable SPY value is +19.98%. Year-to-date total return is -1.87%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WFC
$207,790
(20.8x 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
-1.9%
1-Year Total Return
+12.3%
Current Dividend Yield
2.06%
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 | +9.9% | +12.4% | +2.4% |
| 3 Years | +29.2% | +32.3% | +3.1% |
| 5 Years | +15.3% | +18.1% | +2.9% |
| 10 Years | +5.9% | +8.9% | +3.0% |
| 15 Years | +9.1% | +12.2% | +3.0% |
| 20 Years |
| +4.9% |
| +7.7% |
| +2.9% |
