Over the latest trailing 12-month period, total return cagr is +19.40%. The comparable SPY value is +16.85%. Year-to-date total return is -1.76%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AZN
$213,692
(21.4x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$196,984
(19.7x return)
Invested on Jul 23, 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
-1.8%
1-Year Total Return
+19.5%
Current Dividend Yield
1.89%
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 | +15.2% | +19.4% | +4.2% |
| 3 Years | +6.7% | +8.9% | +2.2% |
| 5 Years | +7.5% | +10.7% | +3.2% |
| 10 Years | +10.7% | +14.0% | +3.3% |
| 15 Years | +8.6% | +12.5% | +4.0% |
| 20 Years |
| +5.2% |
| +9.5% |
| +4.3% |
