Over the latest trailing 12-month period, total return cagr is +14.75%. The comparable SPY value is +19.49%. Year-to-date total return is -13.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HCA
$151,233
(15.1x return)
Invested on Mar 10, 2011
Growth of $10,000 in SPY (S&P 500)
$75,090
(7.5x return)
Invested on Mar 10, 2011
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
-13.3%
1-Year Total Return
+14.7%
Current Dividend Yield
0.76%
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 | +11.5% | +14.8% | +3.3% |
| 3 Years | +13.1% | +14.8% | +1.7% |
| 5 Years | +9.8% | +11.1% | +1.3% |
| 10 Years | +17.8% | +18.9% | +1.1% |
| 15 Years | +19.7% | +21.1% | +1.4% |
| 20 Years |
| N/A |
| N/A |
| N/A |
