Over the latest trailing 12-month period, total return cagr is -9.43%. The comparable SPY value is +15.54%. Year-to-date total return is -1.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DEO
$67,295
(6.7x return)
Invested on Oct 2, 1996
Growth of $10,000 in SPY (S&P 500)
$184,011
(18.4x return)
Invested on Oct 2, 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
-1.2%
1-Year Total Return
-9.4%
Current Dividend Yield
3.92%
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 | (12.6%) | (9.4%) | +3.1% |
| 3 Years | (17.3%) | (15.0%) | +2.2% |
| 5 Years | (15.2%) | (13.1%) | +2.1% |
| 10 Years | (3.1%) | (0.7%) | +2.4% |
| 15 Years | +0.7% | +3.3% | +2.6% |
| 20 Years | +0.9% | +3.7% | +2.8% |
