Over the latest trailing 12-month period, total return cagr is +26.21%. The comparable SPY value is +17.31%. Year-to-date total return is +11.22%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KEY
$34,334
(3.4x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$196,653
(19.7x 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
+11.2%
1-Year Total Return
+26.4%
Current Dividend Yield
3.64%
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 | +21.1% | +26.2% | +5.1% |
| 3 Years | +22.4% | +28.9% | +6.5% |
| 5 Years | +3.1% | +8.2% | +5.2% |
| 10 Years | +6.9% | +11.3% | +4.5% |
| 15 Years | +7.0% | +10.8% | +3.8% |
| 20 Years | (2.4%) | +0.9% | +3.3% |
