Over the latest trailing 12-month period, total return cagr is +17.79%. The comparable SPY value is +19.98%. Year-to-date total return is +3.79%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AVGO
$3,103,641
(310.4x return)
Invested on Aug 6, 2009
Growth of $10,000 in SPY (S&P 500)
$103,502
(10.4x return)
Invested on Aug 6, 2009
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
+3.8%
1-Year Total Return
+17.8%
Current Dividend Yield
0.71%
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 | +16.9% | +17.8% | +0.8% |
| 3 Years | +59.9% | +61.8% | +1.9% |
| 5 Years | +48.4% | +51.2% | +2.8% |
| 10 Years | +35.4% | +38.8% | +3.5% |
| 15 Years | +37.2% | +40.3% | +3.1% |
| 20 Years |
| N/A |
| N/A |
| N/A |
