Over the latest trailing 12-month period, total return cagr is -16.22%. The comparable SPY value is +19.49%. Year-to-date total return is -6.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SYK
$694,022
(69.4x return)
Invested on Jul 30, 1996
Growth of $10,000 in SPY (S&P 500)
$188,575
(18.9x return)
Invested on Jul 30, 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
-6.8%
1-Year Total Return
-16.2%
Current Dividend Yield
1.07%
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 | (17.1%) | (16.2%) | +0.9% |
| 3 Years | +4.7% | +5.8% | +1.0% |
| 5 Years | +3.8% | +4.8% | +1.1% |
| 10 Years | +10.8% | +12.1% | +1.2% |
| 15 Years | +12.7% | +14.1% | +1.4% |
| 20 Years |
| +10.3% |
| +11.6% |
| +1.3% |
