Over the latest trailing 12-month period, total return cagr is +19.79%. The comparable SPY value is +18.54%. Year-to-date total return is +17.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FRT
$193,055
(19.3x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x 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
+17.9%
1-Year Total Return
+19.8%
Current Dividend Yield
3.92%
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 | +14.8% | +19.8% | +5.0% |
| 3 Years | +5.7% | +10.3% | +4.6% |
| 5 Years | (0.9%) | +3.4% | +4.3% |
| 10 Years | (2.9%) | +0.9% | +3.8% |
| 15 Years | +1.9% | +5.5% | +3.6% |
| 20 Years |
| +2.2% |
| +5.8% |
| +3.6% |
