Over the latest trailing 12-month period, total return cagr is +65.12%. The comparable SPY value is +16.10%. Year-to-date total return is +112.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DVA
$339,380
(33.9x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$194,133
(19.4x return)
Invested on Jul 29, 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
+112.1%
1-Year Total Return
+65.1%
Current Dividend Yield
0.00%
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 | +65.1% | +65.1% | N/A |
| 3 Years | +33.6% | +33.6% | N/A |
| 5 Years | +15.2% | +15.2% | N/A |
| 10 Years | +12.0% | +12.0% | N/A |
| 15 Years | +12.4% | +12.4% | N/A |
| 20 Years |
| +12.0% |
| +12.0% |
| N/A |
