Over the latest trailing 12-month period, total return cagr is +3.01%. The comparable SPY value is +17.49%. Year-to-date total return is -16.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HII
$94,455
(9.4x return)
Invested on Mar 22, 2011
Growth of $10,000 in SPY (S&P 500)
$74,744
(7.5x return)
Invested on Mar 22, 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
-16.7%
1-Year Total Return
+3.0%
Current Dividend Yield
1.97%
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 | +1.3% | +3.0% | +1.7% |
| 3 Years | +9.8% | +12.1% | +2.3% |
| 5 Years | +7.1% | +9.5% | +2.3% |
| 10 Years | +5.5% | +7.6% | +2.0% |
| 15 Years | +16.9% | +18.8% | +1.8% |
| 20 Years |
| N/A |
| N/A |
| N/A |
