Over the latest trailing 12-month period, total return cagr is +38.81%. The comparable SPY value is +16.26%. Year-to-date total return is -11.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HL
$27,003
(2.7x return)
Invested on Oct 2, 1996
Growth of $10,000 in SPY (S&P 500)
$185,784
(18.6x return)
Invested on Oct 2, 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
-11.4%
1-Year Total Return
+38.8%
Current Dividend Yield
0.09%
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 | +38.7% | +38.8% | +0.1% |
| 3 Years | +63.0% | +63.7% | +0.6% |
| 5 Years | +25.3% | +25.8% | +0.5% |
| 10 Years | +11.6% | +12.0% | +0.4% |
| 15 Years | +8.0% | +8.5% | +0.5% |
| 20 Years | +5.6% | +6.0% | +0.4% |
