Over the latest trailing 12-month period, total return cagr is -3.01%. The comparable SPY value is +16.94%. Year-to-date total return is +20.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HELE
$32,050
(3.2x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+20.7%
1-Year Total Return
-3.0%
Current Dividend Yield
N/A
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 | (3.0%) | (3.0%) | N/A |
| 3 Years | (37.9%) | (37.9%) | N/A |
| 5 Years | (34.9%) | (34.9%) | N/A |
| 10 Years | (11.4%) | (11.4%) | N/A |
| 15 Years | (0.6%) | (0.6%) | N/A |
| 20 Years |
| +0.9% |
| +0.9% |
| N/A |
