Over the latest trailing 12-month period, total return cagr is +2.87%. The comparable SPY value is +19.37%. Year-to-date total return is +21.31%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SWKS
$360,342
(36.0x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
+21.3%
1-Year Total Return
+2.9%
Current Dividend Yield
3.77%
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 | (0.3%) | +2.9% | +3.2% |
| 3 Years | (8.8%) | (5.8%) | +3.0% |
| 5 Years | (15.8%) | (13.4%) | +2.4% |
| 10 Years | +0.5% | +2.7% | +2.2% |
| 15 Years | +9.1% | +10.9% | +1.8% |
| 20 Years |
| +14.8% |
| +16.2% |
| +1.4% |
