Over the latest trailing 12-month period, total return cagr is -25.61%. The comparable SPY value is +19.49%. Year-to-date total return is -23.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MKC
$192,949
(19.3x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x 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
-23.9%
1-Year Total Return
-25.6%
Current Dividend Yield
3.71%
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 | (27.9%) | (25.6%) | +2.3% |
| 3 Years | (17.1%) | (14.9%) | +2.2% |
| 5 Years | (9.6%) | (7.5%) | +2.1% |
| 10 Years | (0.1%) | +1.9% | +2.0% |
| 15 Years | +5.0% | +7.2% | +2.1% |
| 20 Years | +5.5% | +7.7% | +2.3% |
