Over the latest trailing 12-month period, total return cagr is +63.56%. The comparable SPY value is +16.85%. Year-to-date total return is +51.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HUM
$263,574
(26.4x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$196,984
(19.7x return)
Invested on Jul 23, 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
+51.3%
1-Year Total Return
+64.0%
Current Dividend Yield
0.68%
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 | +69.9% | +63.6% | N/A |
| 3 Years | (5.0%) | (4.0%) | +0.9% |
| 5 Years | (3.7%) | (2.9%) | +0.9% |
| 10 Years | +8.3% | +9.3% | +1.0% |
| 15 Years | +11.2% | +12.5% | +1.4% |
| 20 Years |
| +10.2% |
| +11.2% |
| +1.0% |
