Over the latest trailing 12-month period, total return cagr is +17.53%. The comparable SPY value is +19.37%. Year-to-date total return is +10.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DIA
$121,478
(12.1x return)
Invested on Jan 20, 1998
Growth of $10,000 in SPY (S&P 500)
$127,959
(12.8x return)
Invested on Jan 20, 1998
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
+10.8%
1-Year Total Return
+17.5%
Current Dividend Yield
1.39%
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 | +15.8% | +17.5% | +1.8% |
| 3 Years | +15.1% | +16.9% | +1.9% |
| 5 Years | +8.5% | +10.4% | +1.9% |
| 10 Years | +11.1% | +13.2% | +2.2% |
| 15 Years | +10.8% | +13.2% | +2.3% |
| 20 Years |
| +8.0% |
| +10.4% |
| +2.4% |
