Over the latest trailing 12-month period, total return cagr is +57.81%. The comparable SPY value is +17.49%. Year-to-date total return is +29.91%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EXPD
$1,213,080
(121.3x 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
+29.9%
1-Year Total Return
+57.8%
Current Dividend Yield
0.82%
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 | +56.2% | +57.8% | +1.6% |
| 3 Years | +18.3% | +19.7% | +1.4% |
| 5 Years | +8.9% | +10.2% | +1.3% |
| 10 Years | +14.3% | +15.7% | +1.4% |
| 15 Years | +10.7% | +12.1% | +1.4% |
| 20 Years |
| +8.1% |
| +9.4% |
| +1.3% |
