Over the latest trailing 12-month period, total return cagr is +20.86%. The comparable SPY value is +17.49%. Year-to-date total return is +6.93%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AES
$25,726
(2.6x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+6.9%
1-Year Total Return
+20.8%
Current Dividend Yield
4.76%
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 | +15.1% | +20.9% | +5.8% |
| 3 Years | (5.0%) | +0.2% | +5.2% |
| 5 Years | (9.1%) | (5.3%) | +3.7% |
| 10 Years | +1.8% | +5.8% | +3.9% |
| 15 Years | +2.4% | +5.7% | +3.3% |
| 20 Years |
| (1.6%) |
| +0.8% |
| +2.4% |
