Over the latest trailing 12-month period, total return cagr is +12.14%. The comparable SPY value is +19.98%. Year-to-date total return is +8.48%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HLT
$74,701
(7.5x return)
Invested on Dec 12, 2013
Growth of $10,000 in SPY (S&P 500)
$52,646
(5.3x return)
Invested on Dec 12, 2013
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
+8.5%
1-Year Total Return
+12.1%
Current Dividend Yield
0.19%
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 | +11.9% | +12.1% | +0.2% |
| 3 Years | +27.2% | +27.5% | +0.3% |
| 5 Years | +20.4% | +20.7% | +0.3% |
| 10 Years | +20.4% | +20.9% | +0.5% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
