Over the latest trailing 12-month period, total return cagr is +6.71%. The comparable SPY value is +17.49%. Year-to-date total return is -8.23%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HCA
$174,131
(17.4x return)
Invested on Mar 10, 2011
Growth of $10,000 in SPY (S&P 500)
$77,675
(7.8x 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
-8.2%
1-Year Total Return
+6.7%
Current Dividend Yield
0.70%
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 | +6.0% | +6.7% | +0.7% |
| 3 Years | +16.1% | +17.0% | +0.9% |
| 5 Years | +10.7% | +11.6% | +0.9% |
| 10 Years | +18.8% | +19.7% | +0.9% |
| 15 Years | +23.4% | +25.3% | +1.9% |
| 20 Years |
| N/A |
| N/A |
| N/A |
