Over the latest trailing 12-month period, total return cagr is +10.99%. The comparable SPY value is +16.94%. Year-to-date total return is +3.91%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TCBI
$78,463
(7.8x return)
Invested on Aug 13, 2003
Growth of $10,000 in SPY (S&P 500)
$119,554
(12.0x return)
Invested on Aug 13, 2003
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
+3.9%
1-Year Total Return
+11.1%
Current Dividend Yield
0.43%
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 | +10.5% | +11.0% | +0.5% |
| 3 Years | +16.8% | +17.0% | +0.2% |
| 5 Years | +8.6% | +8.7% | +0.1% |
| 10 Years | +5.0% | +5.0% | +0.0% |
| 15 Years | +9.3% | +9.3% | +0.0% |
| 20 Years |
| +8.3% |
| +8.3% |
| +0.0% |
