Over the latest trailing 12-month period, total return cagr is +18.16%. The comparable SPY value is +19.98%. Year-to-date total return is +10.46%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AEP
$115,057
(11.5x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+10.5%
1-Year Total Return
+18.1%
Current Dividend Yield
3.05%
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 | +14.6% | +18.2% | +3.6% |
| 3 Years | +17.1% | +21.3% | +4.3% |
| 5 Years | +6.6% | +10.5% | +3.9% |
| 10 Years | +6.7% | +10.5% | +3.8% |
| 15 Years | +8.2% | +12.3% | +4.1% |
| 20 Years |
| +6.3% |
| +10.5% |
| +4.2% |
