Over the latest trailing 12-month period, total return cagr is +31.43%. The comparable SPY value is +19.49%. Year-to-date total return is +28.40%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WBA
$26,595
(2.7x return)
Invested on Aug 1, 1996
Growth of $10,000 in SPY (S&P 500)
$159,319
(15.9x return)
Invested on Aug 1, 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
+28.4%
1-Year Total Return
+31.4%
Current Dividend Yield
N/A
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 | +27.7% | +31.4% | +3.7% |
| 3 Years | (30.6%) | (26.9%) | +3.8% |
| 5 Years | (20.9%) | (17.0%) | +3.9% |
| 10 Years | (18.0%) | (14.9%) | +3.1% |
| 15 Years | (5.3%) | (2.3%) | +3.1% |
| 20 Years | (6.5%) | (4.0%) | +2.6% |
