Over the latest trailing 12-month period, total return cagr is +61.65%. The comparable SPY value is +16.94%. Year-to-date total return is +27.26%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in COKE
$763,164
(76.3x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+27.3%
1-Year Total Return
+62.0%
Current Dividend Yield
0.51%
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 | +60.6% | +61.6% | +1.0% |
| 3 Years | +45.4% | +46.1% | +0.8% |
| 5 Years | +36.9% | +37.6% | +0.8% |
| 10 Years | +30.0% | +31.0% | +1.0% |
| 15 Years | +27.2% | +28.4% | +1.2% |
| 20 Years | +18.7% | +20.1% | +1.4% |
