Over the latest trailing 12-month period, total return cagr is +56.35%. The comparable SPY value is +23.65%. Year-to-date total return is +13.87%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HAL
$37,645
(3.8x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
+13.9%
1-Year Total Return
+56.3%
Current Dividend Yield
2.13%
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 | +52.8% | +56.4% | +3.6% |
| 3 Years | (7.0%) | (4.8%) | +2.1% |
| 5 Years | +9.8% | +11.9% | +2.1% |
| 10 Years | (3.1%) | (1.2%) | +1.9% |
| 15 Years | (2.6%) | (0.9%) | +1.7% |
| 20 Years |
| (0.2%) |
| +1.4% |
| +1.6% |
