Over the latest trailing 12-month period, total return cagr is -24.11%. The comparable SPY value is +17.49%. Year-to-date total return is -23.26%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MKC
$179,079
(17.9x 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
-23.3%
1-Year Total Return
-24.1%
Current Dividend Yield
3.68%
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 | (26.5%) | (24.1%) | +2.4% |
| 3 Years | (14.4%) | (12.1%) | +2.3% |
| 5 Years | (9.7%) | (7.6%) | +2.1% |
| 10 Years | +0.7% | +2.6% | +2.0% |
| 15 Years | +5.6% | +7.7% | +2.1% |
| 20 Years |
| +5.3% |
| +7.5% |
| +2.3% |
