Over the latest trailing 12-month period, total return cagr is +69.33%. The comparable SPY value is +17.49%. Year-to-date total return is +51.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in E
$153,647
(15.4x return)
Invested on Sep 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 11, 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
+51.1%
1-Year Total Return
+69.3%
Current Dividend Yield
4.36%
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 | +60.1% | +69.3% | +9.3% |
| 3 Years | +20.4% | +28.6% | +8.3% |
| 5 Years | +17.6% | +26.2% | +8.6% |
| 10 Years | +6.2% | +13.6% | +7.4% |
| 15 Years | +2.9% | +10.0% | +7.0% |
| 20 Years |
| (0.2%) |
| +6.4% |
| +6.5% |
