Over the latest trailing 12-month period, total return cagr is +4.10%. The comparable SPY value is +16.85%. Year-to-date total return is -9.77%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SYF
$41,082
(4.1x return)
Invested on Jul 31, 2014
Growth of $10,000 in SPY (S&P 500)
$46,676
(4.7x return)
Invested on Jul 31, 2014
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
-9.8%
1-Year Total Return
+4.1%
Current Dividend Yield
1.65%
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 | +1.5% | +4.1% | +2.6% |
| 3 Years | +26.7% | +31.8% | +5.1% |
| 5 Years | +9.4% | +12.1% | +2.7% |
| 10 Years | +9.9% | +12.9% | +3.0% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
