Over the latest trailing 12-month period, total return cagr is -6.10%. The comparable SPY value is +17.49%. Year-to-date total return is +1.30%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in INVH
$17,625
(1.8x return)
Invested on Feb 1, 2017
Growth of $10,000 in SPY (S&P 500)
$38,397
(3.8x return)
Invested on Feb 1, 2017
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
+1.3%
1-Year Total Return
-6.1%
Current Dividend Yield
4.32%
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 | (10.1%) | (6.1%) | +4.0% |
| 3 Years | (6.8%) | (3.4%) | +3.5% |
| 5 Years | (7.3%) | (4.3%) | +3.0% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
