Elevance Health Inc. (ELV) Total Return:6.90%(TTM)
Over the latest trailing 12-month period, Elevance Health Inc. (ELV)'s total return cagr is +6.90%. The comparable SPY value is +22.75%. Year-to-date total return is +14.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ELV
$246,358
(24.6x return)
Invested on Oct 30, 2001
Growth of $10,000 in SPY (S&P 500)
$102,967
(10.3x return)
Invested on Oct 30, 2001
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
+14.9%
1-Year Total Return
+6.9%
Current Dividend Yield
1.70%
Price CAGR vs. Total Return CAGR
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 | +5.4% | +6.9% | +1.5% |
| 3 Years | (4.9%) | (3.8%) | +1.1% |
| 5 Years | +1.0% | +2.2% | +1.2% |
| 10 Years | +11.9% | +13.3% | +1.4% |
| 15 Years | +11.8% | +13.3% | +1.6% |
| 20 Years | +9.0% | +10.2% | +1.2% |
About Elevance Health Inc.
Operating as a major health benefits organization, Elevance Health Inc. commits to guiding consumers, families, and communities across their entire health and wellness path. It facilitates access to vital care, assistance, and tools designed to enable healthier living for approximately 118 million individuals. The company's comprehensive offerings span medical, digital, pharmaceutical, behavioral health, clinical, and other care solutions. Founded in 1944 and based in Indianapolis, Indiana, this entity adopted its current name, Elevance Health Inc., in June 2022, having previously operated as Anthem, Inc.
- Sector
- Healthcare
- Industry
- Medical - Healthcare Plans
- CEO
- Gail Koziara Boudreaux