Over the latest trailing 12-month period, total return cagr is +6.15%. The comparable SPY value is +22.80%. Year-to-date total return is -3.24%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AVY
$136,026
(13.6x return)
Invested on Jul 31, 1996
Growth of $10,000 in SPY (S&P 500)
$193,689
(19.4x return)
Invested on Jul 31, 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
-3.2%
1-Year Total Return
+6.2%
Current Dividend Yield
2.20%
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 | +3.8% | +6.2% | +2.4% |
| 3 Years | (2.0%) | (0.1%) | +1.9% |
| 5 Years | (4.0%) | (2.3%) | +1.7% |
| 10 Years | +8.3% | +10.3% | +2.0% |
| 15 Years | +12.7% | +15.1% | +2.5% |
| 20 Years |
| +5.5% |
| +8.1% |
| +2.6% |
