Over the latest trailing 12-month period, total return cagr is -8.75%. The comparable SPY value is +16.85%. Year-to-date total return is -15.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HOOD
$27,464
(2.7x return)
Invested on Jul 29, 2021
Growth of $10,000 in SPY (S&P 500)
$17,822
(1.8x return)
Invested on Jul 29, 2021
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
-15.4%
1-Year Total Return
-8.8%
Current Dividend Yield
0.00%
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 | (6.9%) | (8.8%) | N/A |
| 3 Years | +95.3% | +98.5% | +3.2% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
