Over the latest trailing 12-month period, total return cagr is +10.96%. The comparable SPY value is +17.49%. Year-to-date total return is +23.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MO
$125,464
(12.5x 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
+23.1%
1-Year Total Return
+11.0%
Current Dividend Yield
6.17%
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 | +3.9% | +11.0% | +7.1% |
| 3 Years | +16.0% | +25.2% | +9.2% |
| 5 Years | +6.3% | +14.9% | +8.6% |
| 10 Years | +0.8% | +7.9% | +7.1% |
| 15 Years | +6.6% | +13.4% | +6.8% |
| 20 Years | (0.9%) | +5.3% | +6.2% |
