Over the latest trailing 12-month period, total return cagr is +30.82%. The comparable SPY value is +22.51%. Year-to-date total return is +32.50%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DOC
$98,702
(9.9x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 12, 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
+32.5%
1-Year Total Return
+30.8%
Current Dividend Yield
5.95%
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 | +22.3% | +30.8% | +8.5% |
| 3 Years | (0.6%) | +5.7% | +6.3% |
| 5 Years | (10.3%) | (4.8%) | +5.5% |
| 10 Years | (6.1%) | +0.2% | +6.3% |
| 15 Years | (3.0%) | +3.2% | +6.3% |
| 20 Years | (1.5%) | +4.6% | +6.2% |
