Over the latest trailing 12-month period, total return cagr is +11.55%. The comparable SPY value is +16.94%. Year-to-date total return is +5.20%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SBRA
$15,200
(1.5x return)
Invested on Apr 1, 2002
Growth of $10,000 in SPY (S&P 500)
$106,812
(10.7x return)
Invested on Apr 1, 2002
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
+5.2%
1-Year Total Return
+11.6%
Current Dividend Yield
6.29%
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 | +5.1% | +11.6% | +6.5% |
| 3 Years | +11.2% | +19.2% | +8.0% |
| 5 Years | +5.5% | +14.2% | +8.6% |
| 10 Years | (2.2%) | +6.0% | +8.2% |
| 15 Years | +5.3% | +13.7% | +8.4% |
| 20 Years | (0.2%) | +6.0% | +6.1% |
