Over the latest trailing 12-month period, total return cagr is +4.41%. The comparable SPY value is +19.98%. Year-to-date total return is +2.90%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EXC
$160,328
(16.0x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+2.9%
1-Year Total Return
+4.4%
Current Dividend Yield
3.80%
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 | +0.7% | +4.4% | +3.7% |
| 3 Years | +3.0% | +6.9% | +4.0% |
| 5 Years | +4.2% | +8.0% | +3.8% |
| 10 Years | +6.0% | +9.8% | +3.8% |
| 15 Years | +2.4% | +6.4% | +4.0% |
| 20 Years |
| +0.1% |
| +3.9% |
| +3.9% |
