Over the latest trailing 12-month period, total return cagr is +34.20%. The comparable SPY value is +17.49%. Year-to-date total return is +19.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JCI
$860,244
(86.0x return)
Invested on Sep 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 11, 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
+19.9%
1-Year Total Return
+34.2%
Current Dividend Yield
1.12%
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 | +32.5% | +34.2% | +1.7% |
| 3 Years | +35.5% | +38.0% | +2.5% |
| 5 Years | +13.7% | +16.0% | +2.3% |
| 10 Years | +13.3% | +15.9% | +2.5% |
| 15 Years | +14.7% | +18.4% | +3.7% |
| 20 Years |
| +10.7% |
| +15.3% |
| +4.6% |
