Over the latest trailing 12-month period, total return cagr is +43.53%. The comparable SPY value is +18.54%. Year-to-date total return is +44.18%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CVX
$213,018
(21.3x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x 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
+44.2%
1-Year Total Return
+43.5%
Current Dividend Yield
3.30%
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 | +38.1% | +43.5% | +5.4% |
| 3 Years | +8.5% | +13.2% | +4.6% |
| 5 Years | +17.4% | +22.2% | +4.8% |
| 10 Years | +7.8% | +12.4% | +4.6% |
| 15 Years | +5.5% | +9.9% | +4.4% |
| 20 Years |
| +6.2% |
| +10.4% |
| +4.2% |
