Over the latest trailing 12-month period, total return cagr is +23.61%. The comparable SPY value is +19.37%. Year-to-date total return is +6.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NEE
$404,956
(40.5x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
+6.7%
1-Year Total Return
+23.6%
Current Dividend Yield
2.91%
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 | +20.2% | +23.6% | +3.4% |
| 3 Years | +7.8% | +11.1% | +3.3% |
| 5 Years | (0.6%) | +2.1% | +2.7% |
| 10 Years | +10.3% | +13.2% | +2.8% |
| 15 Years | +12.8% | +16.0% | +3.2% |
| 20 Years |
| +10.7% |
| +13.9% |
| +3.3% |
