Over the latest trailing 12-month period, total return cagr is +21.95%. The comparable SPY value is +16.94%. Year-to-date total return is +26.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SEIC
$752,432
(75.2x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+26.6%
1-Year Total Return
+22.1%
Current Dividend Yield
1.01%
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 | +20.5% | +21.9% | +1.5% |
| 3 Years | +21.0% | +22.6% | +1.5% |
| 5 Years | +11.3% | +12.8% | +1.5% |
| 10 Years | +8.7% | +10.0% | +1.3% |
| 15 Years | +13.8% | +15.3% | +1.6% |
| 20 Years | +6.5% | +7.8% | +1.3% |
