Over the latest trailing 12-month period, total return cagr is +5.66%. The comparable SPY value is +19.37%. Year-to-date total return is -9.22%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ULTA
$186,261
(18.6x return)
Invested on Oct 25, 2007
Growth of $10,000 in SPY (S&P 500)
$72,093
(7.2x return)
Invested on Oct 25, 2007
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
-9.2%
1-Year Total Return
+5.7%
Current Dividend Yield
N/A
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 | +5.7% | +5.7% | N/A |
| 3 Years | +9.9% | +9.9% | N/A |
| 5 Years | +7.9% | +7.9% | N/A |
| 10 Years | +8.5% | +8.5% | N/A |
| 15 Years | +15.9% | +16.0% | +0.1% |
| 20 Years | N/A | N/A | N/A |
