Over the latest trailing 12-month period, total return cagr is +38.94%. The comparable SPY value is +17.76%. Year-to-date total return is +29.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FRT
$220,805
(22.1x 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
+29.1%
1-Year Total Return
+38.9%
Current Dividend Yield
3.59%
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 | +33.1% | +38.9% | +5.8% |
| 3 Years | +6.9% | +11.6% | +4.7% |
| 5 Years | +1.6% | +6.0% | +4.4% |
| 10 Years | (2.8%) | +1.1% | +3.8% |
| 15 Years | +2.3% | +5.9% | +3.6% |
| 20 Years |
| +2.9% |
| +6.6% |
| +3.7% |
