Over the latest trailing 12-month period, total return cagr is +18.42%. The comparable SPY value is +18.54%. Year-to-date total return is +5.93%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GE
$94,530
(9.5x 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
+5.9%
1-Year Total Return
+18.4%
Current Dividend Yield
0.51%
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 | +17.8% | +18.4% | +0.6% |
| 3 Years | +53.9% | +54.8% | +0.9% |
| 5 Years | +38.3% | +39.0% | +0.7% |
| 10 Years | +8.5% | +9.7% | +1.2% |
| 15 Years | +10.6% | +12.6% | +2.1% |
| 20 Years | +3.5% | +6.0% | +2.5% |
