Over the latest trailing 12-month period, total return cagr is -2.31%. The comparable SPY value is +17.49%. Year-to-date total return is +5.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KHC
$5,597
(0.6x return)
Invested on Jul 6, 2015
Growth of $10,000 in SPY (S&P 500)
$44,009
(4.4x return)
Invested on Jul 6, 2015
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
+5.7%
1-Year Total Return
-2.3%
Current Dividend Yield
6.56%
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 | (8.5%) | (2.3%) | +6.2% |
| 3 Years | (9.5%) | (4.4%) | +5.1% |
| 5 Years | (7.7%) | (2.9%) | +4.8% |
| 10 Years | (11.8%) | (7.6%) | +4.3% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
