Over the latest trailing 12-month period, total return cagr is +63.57%. The comparable SPY value is +18.54%. Year-to-date total return is -4.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AA
$22,164
(2.2x 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
-4.0%
1-Year Total Return
+63.5%
Current Dividend Yield
0.79%
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 | +62.3% | +63.6% | +1.3% |
| 3 Years | +21.7% | +23.1% | +1.4% |
| 5 Years | +1.3% | +2.4% | +1.0% |
| 10 Years | +8.9% | +9.5% | +0.6% |
| 15 Years | +4.5% | +5.4% | +0.8% |
| 20 Years | (1.2%) | +0.2% | +1.4% |
