Over the latest trailing 12-month period, total return cagr is +21.28%. The comparable SPY value is +17.60%. Year-to-date total return is +25.91%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LH
$228,116
(22.8x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,166
(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
+25.9%
1-Year Total Return
+21.3%
Current Dividend Yield
0.92%
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 | +20.0% | +21.3% | +1.3% |
| 3 Years | +13.5% | +14.9% | +1.4% |
| 5 Years | +5.3% | +6.3% | +1.1% |
| 10 Years | +10.2% | +10.8% | +0.6% |
| 15 Years | +9.8% | +10.1% | +0.4% |
| 20 Years |
| +9.1% |
| +9.4% |
| +0.3% |
