Over the latest trailing 12-month period, total return cagr is +61.95%. The comparable SPY value is +16.10%. Year-to-date total return is +29.73%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JNJ
$232,257
(23.2x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$194,133
(19.4x 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
+29.7%
1-Year Total Return
+61.9%
Current Dividend Yield
1.97%
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 | +58.0% | +62.0% | +4.0% |
| 3 Years | +15.0% | +18.4% | +3.4% |
| 5 Years | +9.1% | +12.2% | +3.1% |
| 10 Years | +7.8% | +10.8% | +3.0% |
| 15 Years | +9.9% | +13.0% | +3.2% |
| 20 Years | +7.5% | +10.6% | +3.2% |
