Over the latest trailing 12-month period, total return cagr is -13.81%. The comparable SPY value is +17.60%. Year-to-date total return is +18.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in XRAY
$25,561
(2.6x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,166
(19.7x return)
Invested on Jul 29, 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
+18.0%
1-Year Total Return
-13.8%
Current Dividend Yield
2.37%
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 | (16.1%) | (13.8%) | +2.2% |
| 3 Years | (31.0%) | (29.1%) | +1.9% |
| 5 Years | (27.0%) | (25.5%) | +1.6% |
| 10 Years | (14.3%) | (13.1%) | +1.2% |
| 15 Years | (6.6%) | (5.6%) | +1.1% |
| 20 Years |
| (4.1%) |
| (3.2%) |
| +0.9% |
