Over the latest trailing 12-month period, total return cagr is +63.56%. The comparable SPY value is +19.98%. Year-to-date total return is +52.25%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SLB
$52,073
(5.2x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
+52.3%
1-Year Total Return
+63.5%
Current Dividend Yield
2.03%
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 | +59.8% | +63.6% | +3.8% |
| 3 Years | (1.5%) | +1.2% | +2.7% |
| 5 Years | +15.4% | +18.0% | +2.6% |
| 10 Years | (3.1%) | (0.3%) | +2.8% |
| 15 Years | (1.7%) | +0.8% | +2.5% |
| 20 Years |
| (0.4%) |
| +1.8% |
| +2.2% |
