Over the latest trailing 12-month period, total return cagr is +19.67%. The comparable SPY value is +22.66%. Year-to-date total return is +12.35%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VWO
$41,321
(4.1x return)
Invested on Mar 10, 2005
Growth of $10,000 in SPY (S&P 500)
$94,627
(9.5x return)
Invested on Mar 10, 2005
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
+12.3%
1-Year Total Return
+19.8%
Current Dividend Yield
0.58%
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 | +18.9% | +19.7% | +0.8% |
| 3 Years | +13.3% | +16.1% | +2.7% |
| 5 Years | +3.2% | +6.0% | +2.9% |
| 10 Years | +4.8% | +7.6% | +2.8% |
| 15 Years | +2.8% | +5.6% | +2.8% |
| 20 Years |
| +3.1% |
| +5.8% |
| +2.7% |
