Over the latest trailing 12-month period, total return cagr is +21.01%. The comparable SPY value is +17.49%. Year-to-date total return is +25.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SHO
$14,739
(1.5x return)
Invested on Oct 21, 2004
Growth of $10,000 in SPY (S&P 500)
$100,023
(10.0x return)
Invested on Oct 21, 2004
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
+25.0%
1-Year Total Return
+21.0%
Current Dividend Yield
3.28%
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 | +16.6% | +21.0% | +4.4% |
| 3 Years | +5.8% | +9.6% | +3.8% |
| 5 Years | (1.5%) | +1.1% | +2.6% |
| 10 Years | (1.1%) | +1.6% | +2.8% |
| 15 Years | +4.6% | +7.7% | +3.0% |
| 20 Years |
| (4.9%) |
| (1.3%) |
| +3.6% |
