Over the latest trailing 12-month period, total return cagr is +12.78%. The comparable SPY value is +17.49%. Year-to-date total return is +10.34%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DGRW
$50,965
(5.1x return)
Invested on May 22, 2013
Growth of $10,000 in SPY (S&P 500)
$57,338
(5.7x return)
Invested on May 22, 2013
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
+10.3%
1-Year Total Return
+12.8%
Current Dividend Yield
1.23%
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 | +11.3% | +12.8% | +1.5% |
| 3 Years | +13.9% | +15.6% | +1.7% |
| 5 Years | +9.9% | +11.7% | +1.9% |
| 10 Years | +11.9% | +14.1% | +2.2% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
