Over the latest trailing 12-month period, total return cagr is +22.12%. The comparable SPY value is +23.21%. Year-to-date total return is -4.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WPM
$434,824
(43.5x return)
Invested on Jul 6, 2005
Growth of $10,000 in SPY (S&P 500)
$90,740
(9.1x return)
Invested on Jul 6, 2005
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
-4.5%
1-Year Total Return
+22.2%
Current Dividend Yield
0.64%
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 | +21.3% | +22.1% | +0.8% |
| 3 Years | +38.2% | +39.5% | +1.3% |
| 5 Years | +19.3% | +20.6% | +1.3% |
| 10 Years | +14.4% | +15.9% | +1.5% |
| 15 Years | +7.4% | +8.8% | +1.4% |
| 20 Years |
| +12.6% |
| +13.7% |
| +1.1% |
