Over the latest trailing 12-month period, total return cagr is +15.36%. The comparable SPY value is +18.54%. Year-to-date total return is +14.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in D
$130,206
(13.0x 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
+14.6%
1-Year Total Return
+15.3%
Current Dividend Yield
4.10%
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 | +10.6% | +15.4% | +4.7% |
| 3 Years | +11.4% | +16.7% | +5.4% |
| 5 Years | (3.7%) | +0.8% | +4.4% |
| 10 Years | (1.1%) | +3.3% | +4.4% |
| 15 Years | +2.2% | +6.5% | +4.3% |
| 20 Years |
| +2.6% |
| +6.9% |
| +4.3% |
