Over the latest trailing 12-month period, total return cagr is +20.02%. The comparable SPY value is +19.98%. Year-to-date total return is +13.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VTI
$102,832
(10.3x return)
Invested on May 31, 2001
Growth of $10,000 in SPY (S&P 500)
$94,686
(9.5x return)
Invested on May 31, 2001
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
+13.9%
1-Year Total Return
+20.0%
Current Dividend Yield
1.03%
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 | +18.6% | +20.0% | +1.4% |
| 3 Years | +19.1% | +20.6% | +1.6% |
| 5 Years | +10.1% | +11.7% | +1.5% |
| 10 Years | +12.9% | +14.8% | +1.8% |
| 15 Years | +13.0% | +15.0% | +2.0% |
| 20 Years | +9.2% | +11.2% | +2.0% |
