Over the latest trailing 12-month period, total return cagr is +41.04%. The comparable SPY value is +19.37%. Year-to-date total return is +23.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CVS
$146,260
(14.6x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 3, 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
+23.8%
1-Year Total Return
+41.0%
Current Dividend Yield
2.77%
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 | +36.8% | +41.0% | +4.3% |
| 3 Years | +13.4% | +17.8% | +4.4% |
| 5 Years | +2.2% | +5.6% | +3.4% |
| 10 Years | +0.3% | +3.5% | +3.1% |
| 15 Years | +6.6% | +9.3% | +2.8% |
| 20 Years |
| +5.1% |
| +7.4% |
| +2.3% |
