Over the latest trailing 12-month period, total return cagr is +28.37%. The comparable SPY value is +17.76%. Year-to-date total return is +13.39%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NEE
$412,087
(41.2x 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
+13.4%
1-Year Total Return
+28.4%
Current Dividend Yield
2.65%
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 | +24.8% | +28.4% | +3.6% |
| 3 Years | +5.9% | +9.1% | +3.2% |
| 5 Years | +3.1% | +5.8% | +2.7% |
| 10 Years | +10.7% | +13.6% | +2.8% |
| 15 Years | +13.0% | +16.2% | +3.2% |
| 20 Years |
| +11.2% |
| +14.5% |
| +3.3% |
