Total Return:16.80%(TTM)
Over the latest trailing 12-month period, total return cagr is +16.80%. The comparable SPY value is +22.18%. Year-to-date total return is -31.48%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SYM
$39,776
(4.0x return)
Invested on Mar 9, 2021
Growth of $10,000 in SPY (S&P 500)
$20,176
(2.0x return)
Invested on Mar 9, 2021
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
-31.5%
1-Year Total Return
+16.8%
Current Dividend Yield
0.00%
Price CAGR vs. Total Return CAGR
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 | +16.8% | +16.8% | — |
| 3 Years | +1.1% | +1.1% | — |
| 5 Years | +32.7% | +32.7% | — |
| 10 Years | — | — | — |
| 15 Years | — | — | — |
| 20 Years | — | — | — |
About Symbotic Inc.
Symbotic Inc. is a company specializing in automation solutions, offering cutting-edge robotics and technology designed to boost operational efficiency for wholesale and retail businesses across the United States. They provide a comprehensive automated warehousing solution called The Symbotic System, which is engineered to lower expenditures, increase productivity, and streamline inventory control. The firm's headquarters are situated in Wilmington, Massachusetts.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Richard Cohen