Over the latest trailing 12-month period, total return cagr is -14.00%. The comparable SPY value is +19.37%. Year-to-date total return is -6.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KR
$155,526
(15.6x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 9, 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
-6.9%
1-Year Total Return
-14.0%
Current Dividend Yield
2.52%
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 | (15.9%) | (14.0%) | +1.9% |
| 3 Years | +6.8% | +9.2% | +2.4% |
| 5 Years | +4.3% | +6.6% | +2.3% |
| 10 Years | +6.2% | +8.4% | +2.2% |
| 15 Years | +11.2% | +13.3% | +2.2% |
| 20 Years | +8.1% | +10.1% | +2.0% |