Over the latest trailing 12-month period, total return cagr is +68.89%. The comparable SPY value is +17.49%. Year-to-date total return is +58.40%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SU
$621,856
(62.2x 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
+58.4%
1-Year Total Return
+68.8%
Current Dividend Yield
2.50%
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 | +63.9% | +68.9% | +5.0% |
| 3 Years | +26.8% | +31.9% | +5.1% |
| 5 Years | +30.3% | +35.9% | +5.6% |
| 10 Years | +9.8% | +14.2% | +4.3% |
| 15 Years | +5.8% | +9.4% | +3.7% |
| 20 Years |
| +3.6% |
| +6.5% |
| +2.9% |
