Over the latest trailing 12-month period, total return cagr is +18.40%. The comparable SPY value is +17.49%. Year-to-date total return is -3.90%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CHRW
$455,624
(45.6x return)
Invested on Oct 15, 1997
Growth of $10,000 in SPY (S&P 500)
$130,618
(13.1x return)
Invested on Oct 15, 1997
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
-3.9%
1-Year Total Return
+18.4%
Current Dividend Yield
1.65%
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 | +16.6% | +18.4% | +1.8% |
| 3 Years | +20.9% | +23.6% | +2.7% |
| 5 Years | +11.6% | +14.1% | +2.5% |
| 10 Years | +8.3% | +10.8% | +2.5% |
| 15 Years | +5.7% | +8.2% | +2.5% |
| 20 Years |
| +6.4% |
| +8.7% |
| +2.3% |
