Over the latest trailing 12-month period, total return cagr is +19.39%. The comparable SPY value is +15.54%. Year-to-date total return is +17.25%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HESM
$30,242
(3.0x return)
Invested on Apr 5, 2017
Growth of $10,000 in SPY (S&P 500)
$37,862
(3.8x return)
Invested on Apr 5, 2017
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
+17.3%
1-Year Total Return
+19.4%
Current Dividend Yield
8.18%
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 | +9.8% | +19.4% | +9.6% |
| 3 Years | +9.3% | +18.1% | +8.9% |
| 5 Years | +6.4% | +14.9% | +8.6% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
