Over the latest trailing 12-month period, total return cagr is +19.27%. The comparable SPY value is +17.49%. Year-to-date total return is +14.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SPG
$374,669
(37.5x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$194,354
(19.4x 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
+14.2%
1-Year Total Return
+19.3%
Current Dividend Yield
4.35%
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 | +14.0% | +19.3% | +5.3% |
| 3 Years | +21.3% | +27.3% | +6.1% |
| 5 Years | +9.4% | +15.4% | +6.0% |
| 10 Years | (0.3%) | +5.1% | +5.3% |
| 15 Years | +4.3% | +9.1% | +4.8% |
| 20 Years |
| +4.7% |
| +9.2% |
| +4.5% |
