Over the latest trailing 12-month period, total return cagr is +9.03%. The comparable SPY value is +18.54%. Year-to-date total return is +4.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in XEL
$119,416
(11.9x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$185,988
(18.6x return)
Invested on Sep 10, 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
+4.7%
1-Year Total Return
+9.0%
Current Dividend Yield
3.05%
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 | +5.8% | +9.0% | +3.2% |
| 3 Years | +10.1% | +13.9% | +3.8% |
| 5 Years | +1.9% | +5.2% | +3.3% |
| 10 Years | +6.5% | +9.8% | +3.3% |
| 15 Years | +8.1% | +11.7% | +3.6% |
| 20 Years | +6.8% | +10.8% | +3.9% |
