Over the latest trailing 12-month period, total return cagr is +1.12%. The comparable SPY value is +20.57%. Year-to-date total return is +6.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FERG
$81,101
(8.1x return)
Invested on Jul 3, 2003
Growth of $10,000 in SPY (S&P 500)
$117,263
(11.7x return)
Invested on Jul 3, 2003
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
+6.4%
1-Year Total Return
+1.1%
Current Dividend Yield
1.88%
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 | (0.8%) | +1.1% | +1.9% |
| 3 Years | +14.3% | +16.3% | +2.0% |
| 5 Years | +10.6% | +12.9% | +2.3% |
| 10 Years | +14.6% | +17.9% | +3.3% |
| 15 Years | +16.6% | +20.3% | +3.7% |
| 20 Years |
| +5.2% |
| +7.7% |
| +2.5% |
