Over the latest trailing 12-month period, total return cagr is +39.37%. The comparable SPY value is +17.49%. Year-to-date total return is +35.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SHEL
$97,197
(9.7x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+35.3%
1-Year Total Return
+39.3%
Current Dividend Yield
3.12%
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 | +34.4% | +39.4% | +5.0% |
| 3 Years | +15.1% | +19.7% | +4.6% |
| 5 Years | +19.6% | +24.4% | +4.7% |
| 10 Years | +6.9% | +12.1% | +5.2% |
| 15 Years | +2.8% | +8.2% | +5.4% |
| 20 Years | +2.0% | +7.3% | +5.3% |
