Over the latest trailing 12-month period, total return cagr is -8.39%. The comparable SPY value is +20.23%. Year-to-date total return is -3.50%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LBTYA
$101,584
(10.2x return)
Invested on Jun 2, 2004
Growth of $10,000 in SPY (S&P 500)
$102,030
(10.2x return)
Invested on Jun 2, 2004
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
-3.5%
1-Year Total Return
-8.4%
Current Dividend Yield
N/A
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 | (8.4%) | (8.4%) | N/A |
| 3 Years | +4.2% | +4.2% | N/A |
| 5 Years | (6.2%) | (6.2%) | N/A |
| 10 Years | (4.1%) | (4.1%) | N/A |
| 15 Years | +1.3% | +1.3% | N/A |
| 20 Years | +3.7% | +3.7% | N/A |
