Over the latest trailing 12-month period, total return cagr is +17.13%. The comparable SPY value is +19.40%. Year-to-date total return is +14.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RSP
$127,987
(12.8x return)
Invested on May 1, 2003
Growth of $10,000 in SPY (S&P 500)
$125,034
(12.5x return)
Invested on May 1, 2003
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
+14.5%
1-Year Total Return
+17.3%
Current Dividend Yield
1.47%
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 | +15.3% | +17.1% | +1.9% |
| 3 Years | +13.1% | +14.9% | +1.8% |
| 5 Years | +6.8% | +8.6% | +1.8% |
| 10 Years | +10.0% | +11.9% | +1.9% |
| 15 Years | +11.1% | +13.3% | +2.2% |
| 20 Years |
| +8.4% |
| +10.4% |
| +2.0% |
