Over the latest trailing 12-month period, total return cagr is +36.42%. The comparable SPY value is +17.49%. Year-to-date total return is +19.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in APH
$6,332,210
(633.2x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 4, 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
+19.4%
1-Year Total Return
+36.4%
Current Dividend Yield
0.98%
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 | +34.8% | +36.4% | +1.6% |
| 3 Years | +55.0% | +56.9% | +1.9% |
| 5 Years | +33.6% | +35.2% | +1.5% |
| 10 Years | +26.5% | +27.8% | +1.4% |
| 15 Years | +25.4% | +26.8% | +1.4% |
| 20 Years | +20.9% | +22.0% | +1.1% |
