Over the latest trailing 12-month period, total return cagr is +50.79%. The comparable SPY value is +17.49%. Year-to-date total return is +33.97%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WPM
$610,151
(61.0x return)
Invested on Jul 6, 2005
Growth of $10,000 in SPY (S&P 500)
$93,035
(9.3x 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
+34.0%
1-Year Total Return
+50.8%
Current Dividend Yield
0.48%
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 | +49.9% | +50.8% | +0.9% |
| 3 Years | +54.8% | +56.2% | +1.3% |
| 5 Years | +28.3% | +29.7% | +1.4% |
| 10 Years | +19.1% | +20.6% | +1.5% |
| 15 Years | +9.6% | +11.0% | +1.4% |
| 20 Years |
| +14.2% |
| +15.3% |
| +1.1% |
