Over the latest trailing 12-month period, total return cagr is +55.03%. The comparable SPY value is +17.49%. Year-to-date total return is +36.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CSX
$300,752
(30.1x return)
Invested on Sep 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 11, 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
+36.5%
1-Year Total Return
+55.0%
Current Dividend Yield
1.12%
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 | +53.1% | +55.0% | +2.0% |
| 3 Years | +17.8% | +19.5% | +1.7% |
| 5 Years | +9.6% | +11.1% | +1.5% |
| 10 Years | +18.1% | +19.7% | +1.6% |
| 15 Years | +14.4% | +16.3% | +2.0% |
| 20 Years |
| +14.3% |
| +16.3% |
| +2.0% |
