Over the latest trailing 12-month period, total return cagr is +73.18%. The comparable SPY value is +19.49%. Year-to-date total return is +48.77%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HST
$50,457
(5.0x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
+48.8%
1-Year Total Return
+73.1%
Current Dividend Yield
6.65%
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 | +59.9% | +73.2% | +13.3% |
| 3 Years | +10.9% | +18.4% | +7.4% |
| 5 Years | +9.5% | +15.0% | +5.5% |
| 10 Years | +3.5% | +8.0% | +4.5% |
| 15 Years | +3.1% | +7.2% | +4.1% |
| 20 Years |
| +0.8% |
| +4.4% |
| +3.6% |
