Over the latest trailing 12-month period, total return cagr is +5.66%. The comparable SPY value is +17.49%. Year-to-date total return is +9.38%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in O
$319,371
(31.9x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
+9.4%
1-Year Total Return
+5.7%
Current Dividend Yield
5.44%
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 | +0.2% | +5.7% | +5.5% |
| 3 Years | +2.5% | +8.3% | +5.8% |
| 5 Years | (2.0%) | +3.3% | +5.3% |
| 10 Years | (0.4%) | +4.5% | +4.9% |
| 15 Years | +4.1% | +9.2% | +5.1% |
| 20 Years | +4.7% | +10.2% | +5.5% |
