Over the latest trailing 12-month period, total return cagr is +3.78%. The comparable SPY value is +16.26%. Year-to-date total return is -7.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NLY
$118,809
(11.9x return)
Invested on Oct 8, 1997
Growth of $10,000 in SPY (S&P 500)
$131,171
(13.1x return)
Invested on Oct 8, 1997
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
-7.2%
1-Year Total Return
+3.8%
Current Dividend Yield
15.27%
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 | (9.4%) | +3.8% | +13.1% |
| 3 Years | +0.7% | +14.2% | +13.5% |
| 5 Years | (11.2%) | +1.9% | +13.1% |
| 10 Years | (7.8%) | +4.5% | +12.3% |
| 15 Years | (8.1%) | +3.9% | +12.0% |
| 20 Years |
| (5.0%) |
| +7.4% |
| +12.4% |
