Over the latest trailing 12-month period, total return cagr is -7.95%. The comparable SPY value is +17.49%. Year-to-date total return is +5.77%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ZBH
$37,101
(3.7x return)
Invested on Jul 25, 2001
Growth of $10,000 in SPY (S&P 500)
$100,574
(10.1x 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
+5.8%
1-Year Total Return
-8.0%
Current Dividend Yield
1.01%
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 | (8.9%) | (8.0%) | +1.0% |
| 3 Years | (7.8%) | (6.9%) | +0.9% |
| 5 Years | (7.5%) | (6.7%) | +0.8% |
| 10 Years | (2.5%) | (1.7%) | +0.8% |
| 15 Years | +4.0% | +4.9% | +0.9% |
| 20 Years | +1.9% | +2.5% | +0.6% |
