Over the latest trailing 12-month period, total return cagr is +4.16%. The comparable SPY value is +19.49%. Year-to-date total return is +13.21%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DRI
$833,407
(83.3x return)
Invested on Jul 31, 1996
Growth of $10,000 in SPY (S&P 500)
$188,575
(18.9x return)
Invested on Jul 31, 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
+13.2%
1-Year Total Return
+4.2%
Current Dividend Yield
3.01%
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 | +0.9% | +4.2% | +3.2% |
| 3 Years | +6.4% | +10.0% | +3.5% |
| 5 Years | +6.9% | +10.5% | +3.6% |
| 10 Years | +12.7% | +16.0% | +3.3% |
| 15 Years | +10.5% | +14.1% | +3.6% |
| 20 Years |
| +10.0% |
| +13.4% |
| +3.4% |
