Over the latest trailing 12-month period, total return cagr is +10.73%. The comparable SPY value is +19.37%. Year-to-date total return is -1.84%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SRE
$288,901
(28.9x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
-1.8%
1-Year Total Return
+10.7%
Current Dividend Yield
3.05%
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 | +7.6% | +10.7% | +3.1% |
| 3 Years | +6.3% | +9.6% | +3.4% |
| 5 Years | +5.0% | +8.3% | +3.3% |
| 10 Years | +4.8% | +8.1% | +3.3% |
| 15 Years | +8.3% | +11.7% | +3.4% |
| 20 Years | +6.3% | +9.6% | +3.3% |
