Over the latest trailing 12-month period, total return cagr is +61.59%. The comparable SPY value is +17.49%. Year-to-date total return is +21.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VALE
$232,299
(23.2x return)
Invested on Mar 21, 2002
Growth of $10,000 in SPY (S&P 500)
$104,564
(10.5x return)
Invested on Mar 21, 2002
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
+21.9%
1-Year Total Return
+61.5%
Current Dividend Yield
6.89%
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 | +49.2% | +61.6% | +12.4% |
| 3 Years | +5.1% | +15.1% | +10.0% |
| 5 Years | (3.1%) | +7.4% | +10.5% |
| 10 Years | +11.5% | +19.9% | +8.4% |
| 15 Years | (3.6%) | +2.8% | +6.3% |
| 20 Years |
| +1.8% |
| +7.5% |
| +5.7% |
