Over the latest trailing 12-month period, total return cagr is +26.27%. The comparable SPY value is +18.54%. Year-to-date total return is +18.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ETR
$271,133
(27.1x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$185,988
(18.6x return)
Invested on Sep 10, 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
+18.1%
1-Year Total Return
+26.3%
Current Dividend Yield
2.39%
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 | +23.2% | +26.3% | +3.1% |
| 3 Years | +31.0% | +35.3% | +4.3% |
| 5 Years | +13.7% | +17.7% | +4.0% |
| 10 Years | +10.7% | +14.9% | +4.2% |
| 15 Years | +8.6% | +13.1% | +4.5% |
| 20 Years |
| +5.2% |
| +9.4% |
| +4.2% |
