Over the latest trailing 12-month period, total return cagr is +20.30%. The comparable SPY value is +16.94%. Year-to-date total return is +11.35%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WNEB
$75,779
(7.6x return)
Invested on Dec 28, 2001
Growth of $10,000 in SPY (S&P 500)
$104,474
(10.4x return)
Invested on Dec 28, 2001
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
+11.3%
1-Year Total Return
+20.4%
Current Dividend Yield
2.01%
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 | +17.8% | +20.3% | +2.5% |
| 3 Years | +25.9% | +29.6% | +3.8% |
| 5 Years | +9.5% | +12.9% | +3.3% |
| 10 Years | +6.1% | +8.9% | +2.7% |
| 15 Years | +4.8% | +7.9% | +3.1% |
| 20 Years |
| +1.7% |
| +5.4% |
| +3.7% |
