Over the latest trailing 12-month period, total return cagr is +8.09%. The comparable SPY value is +23.21%. Year-to-date total return is +8.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ZBH
$38,031
(3.8x return)
Invested on Jul 25, 2001
Growth of $10,000 in SPY (S&P 500)
$97,508
(9.8x return)
Invested on Jul 25, 2001
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
+8.4%
1-Year Total Return
+8.1%
Current Dividend Yield
0.99%
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 | +7.0% | +8.1% | +1.1% |
| 3 Years | (8.3%) | (7.5%) | +0.9% |
| 5 Years | (8.3%) | (7.5%) | +0.8% |
| 10 Years | (2.6%) | (1.8%) | +0.8% |
| 15 Years | +3.8% | +4.6% | +0.9% |
| 20 Years |
| +2.2% |
| +2.8% |
| +0.6% |
