Over the latest trailing 12-month period, total return cagr is -6.07%. The comparable SPY value is +17.76%. Year-to-date total return is -12.57%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LOW
$751,423
(75.1x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 22, 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
-12.6%
1-Year Total Return
-6.1%
Current Dividend Yield
2.31%
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 | (8.0%) | (6.1%) | +1.9% |
| 3 Years | (3.9%) | (1.8%) | +2.1% |
| 5 Years | +0.7% | +2.6% | +2.0% |
| 10 Years | +9.9% | +12.0% | +2.1% |
| 15 Years | +15.9% | +18.1% | +2.1% |
| 20 Years |
| +10.4% |
| +12.3% |
| +2.0% |
