Over the latest trailing 12-month period, total return cagr is +3.80%. The comparable SPY value is +17.76%. Year-to-date total return is -1.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VMC
$235,890
(23.6x 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
-1.6%
1-Year Total Return
+3.8%
Current Dividend Yield
0.72%
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 | +3.0% | +3.8% | +0.8% |
| 3 Years | +7.9% | +8.7% | +0.8% |
| 5 Years | +9.4% | +10.3% | +0.9% |
| 10 Years | +8.3% | +9.2% | +0.9% |
| 15 Years | +14.7% | +15.5% | +0.8% |
| 20 Years |
| +7.2% |
| +8.4% |
| +1.3% |
