Over the latest trailing 12-month period, total return cagr is +17.58%. The comparable SPY value is +17.49%. Year-to-date total return is +14.77%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KDP
$357,132
(35.7x return)
Invested on Apr 28, 2008
Growth of $10,000 in SPY (S&P 500)
$76,183
(7.6x 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
+14.8%
1-Year Total Return
+17.6%
Current Dividend Yield
2.93%
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 | +13.8% | +17.6% | +3.8% |
| 3 Years | (2.2%) | +0.7% | +2.9% |
| 5 Years | (2.1%) | +0.5% | +2.6% |
| 10 Years | +8.1% | +12.6% | +4.6% |
| 15 Years | +11.8% | +22.1% | +10.4% |
| 20 Years |
| N/A |
| N/A |
| N/A |
