Over the latest trailing 12-month period, total return cagr is +61.88%. The comparable SPY value is +22.80%. Year-to-date total return is +40.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SU
$602,531
(60.3x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$193,689
(19.4x return)
Invested on Aug 5, 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
+40.3%
1-Year Total Return
+61.8%
Current Dividend Yield
2.81%
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 | +56.4% | +61.9% | +5.5% |
| 3 Years | +25.9% | +31.1% | +5.3% |
| 5 Years | +25.5% | +31.0% | +5.4% |
| 10 Years | +8.7% | +13.0% | +4.3% |
| 15 Years | +4.2% | +7.8% | +3.6% |
| 20 Years | +2.0% | +4.8% | +2.8% |
