Over the latest trailing 12-month period, total return cagr is -1.51%. The comparable SPY value is +19.49%. Year-to-date total return is +13.79%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KDP
$354,060
(35.4x return)
Invested on Apr 28, 2008
Growth of $10,000 in SPY (S&P 500)
$73,808
(7.4x return)
Invested on Apr 28, 2008
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
+13.8%
1-Year Total Return
-1.5%
Current Dividend Yield
2.96%
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 | (4.7%) | (1.5%) | +3.2% |
| 3 Years | (2.9%) | (0.1%) | +2.9% |
| 5 Years | (2.4%) | +0.1% | +2.6% |
| 10 Years | +7.0% | +11.9% | +4.9% |
| 15 Years | +11.5% | +21.8% | +10.3% |
| 20 Years |
| N/A |
| N/A |
| N/A |
