Over the latest trailing 12-month period, total return cagr is +25.94%. The comparable SPY value is +17.49%. Year-to-date total return is -3.78%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LUV
$102,687
(10.3x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x 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
-3.8%
1-Year Total Return
+25.9%
Current Dividend Yield
1.83%
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 | +23.7% | +25.9% | +2.2% |
| 3 Years | +10.1% | +12.5% | +2.4% |
| 5 Years | (3.9%) | (2.3%) | +1.7% |
| 10 Years | +0.5% | +1.8% | +1.3% |
| 15 Years | +11.1% | +12.3% | +1.2% |
| 20 Years |
| +4.5% |
| +5.4% |
| +0.9% |
