Over the latest trailing 12-month period, total return cagr is +25.02%. The comparable SPY value is +16.85%. Year-to-date total return is +22.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in D
$142,264
(14.2x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$196,984
(19.7x return)
Invested on Jul 23, 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
+22.7%
1-Year Total Return
+25.1%
Current Dividend Yield
3.76%
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 | +21.0% | +25.0% | +4.0% |
| 3 Years | +9.7% | +15.1% | +5.4% |
| 5 Years | (1.1%) | +2.7% | +3.9% |
| 10 Years | (1.0%) | +3.6% | +4.5% |
| 15 Years | +2.4% | +6.8% | +4.4% |
| 20 Years |
| +3.1% |
| +7.3% |
| +4.2% |
