Over the latest trailing 12-month period, total return cagr is +18.61%. The comparable SPY value is +21.81%. Year-to-date total return is +11.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VIG
$72,683
(7.3x return)
Invested on May 2, 2006
Growth of $10,000 in SPY (S&P 500)
$84,872
(8.5x return)
Invested on May 2, 2006
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
+11.9%
1-Year Total Return
+18.6%
Current Dividend Yield
1.47%
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 | +16.7% | +18.6% | +1.9% |
| 3 Years | +15.0% | +17.1% | +2.1% |
| 5 Years | +8.5% | +10.5% | +2.0% |
| 10 Years | +11.0% | +13.1% | +2.1% |
| 15 Years | +11.3% | +13.6% | +2.2% |
| 20 Years |
| +8.3% |
| +10.4% |
| +2.2% |
