Over the latest trailing 12-month period, total return cagr is +3.53%. The comparable SPY value is +17.49%. Year-to-date total return is +2.78%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HUBB
$278,503
(27.9x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
+2.8%
1-Year Total Return
+3.5%
Current Dividend Yield
1.26%
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 | +2.3% | +3.5% | +1.3% |
| 3 Years | +11.3% | +12.8% | +1.4% |
| 5 Years | +18.7% | +20.5% | +1.8% |
| 10 Years | +15.9% | +18.2% | +2.4% |
| 15 Years | +15.1% | +17.5% | +2.4% |
| 20 Years | +12.2% | +14.8% | +2.7% |
