Over the latest trailing 12-month period, total return cagr is -9.53%. The comparable SPY value is +17.76%. Year-to-date total return is +0.61%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in T
$83,759
(8.4x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+0.6%
1-Year Total Return
-9.5%
Current Dividend Yield
4.60%
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 | (13.6%) | (9.5%) | +4.1% |
| 3 Years | +17.3% | +23.6% | +6.3% |
| 5 Years | +2.6% | +8.9% | +6.4% |
| 10 Years | (2.9%) | +4.1% | +7.0% |
| 15 Years | +0.4% | +7.6% | +7.2% |
| 20 Years |
| +0.7% |
| +8.0% |
| +7.3% |
