Over the latest trailing 12-month period, total return cagr is +27.38%. The comparable SPY value is +20.23%. Year-to-date total return is +16.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in QSR
$31,404
(3.1x return)
Invested on Dec 10, 2014
Growth of $10,000 in SPY (S&P 500)
$46,312
(4.6x return)
Invested on Dec 10, 2014
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
+16.2%
1-Year Total Return
+27.5%
Current Dividend Yield
3.26%
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 | +22.9% | +27.4% | +4.5% |
| 3 Years | +3.9% | +7.5% | +3.6% |
| 5 Years | +3.9% | +7.6% | +3.7% |
| 10 Years | +5.0% | +8.3% | +3.3% |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
