Over the latest trailing 12-month period, total return cagr is +1.25%. The comparable SPY value is +17.49%. Year-to-date total return is +7.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AWK
$104,734
(10.5x return)
Invested on Apr 23, 2008
Growth of $10,000 in SPY (S&P 500)
$76,183
(7.6x return)
Invested on Apr 23, 2008
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
+7.7%
1-Year Total Return
+1.3%
Current Dividend Yield
2.50%
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 | (1.4%) | +1.3% | +2.6% |
| 3 Years | +0.0% | +2.3% | +2.3% |
| 5 Years | (5.7%) | (3.7%) | +2.0% |
| 10 Years | +6.6% | +8.8% | +2.1% |
| 15 Years | +11.0% | +13.4% | +2.4% |
| 20 Years | N/A | N/A | N/A |
