Over the latest trailing 12-month period, total return cagr is -23.13%. The comparable SPY value is +17.49%. Year-to-date total return is -7.81%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HD
$468,166
(46.8x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$194,354
(19.4x 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
-7.8%
1-Year Total Return
-23.1%
Current Dividend Yield
2.98%
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 | (25.3%) | (23.1%) | +2.1% |
| 3 Years | (1.9%) | +0.7% | +2.6% |
| 5 Years | (1.3%) | +1.2% | +2.5% |
| 10 Years | +9.3% | +12.0% | +2.7% |
| 15 Years | +16.4% | +19.1% | +2.8% |
| 20 Years |
| +11.7% |
| +14.5% |
| +2.9% |
