Over the latest trailing 12-month period, total return cagr is +45.99%. The comparable SPY value is +19.98%. Year-to-date total return is +35.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in XOM
$191,401
(19.1x 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
+35.1%
1-Year Total Return
+46.0%
Current Dividend Yield
2.58%
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 | +41.9% | +46.0% | +4.1% |
| 3 Years | +12.0% | +15.7% | +3.7% |
| 5 Years | +23.8% | +28.2% | +4.4% |
| 10 Years | +6.2% | +10.9% | +4.7% |
| 15 Years | +5.4% | +9.6% | +4.1% |
| 20 Years | +4.3% | +8.0% | +3.7% |
