Over the latest trailing 12-month period, total return cagr is +25.47%. The comparable SPY value is +17.76%. Year-to-date total return is +13.73%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FE
$85,317
(8.5x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 22, 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
+13.7%
1-Year Total Return
+25.4%
Current Dividend Yield
3.61%
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 | +20.6% | +25.5% | +4.9% |
| 3 Years | +7.7% | +12.2% | +4.6% |
| 5 Years | +5.3% | +9.7% | +4.4% |
| 10 Years | +3.2% | +7.5% | +4.4% |
| 15 Years | +0.8% | +5.3% | +4.5% |
| 20 Years | (0.6%) | +3.8% | +4.4% |
