Over the latest trailing 12-month period, total return cagr is +411.66%. The comparable SPY value is +17.49%. Year-to-date total return is +180.26%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WDC
$439,697
(44.0x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$188,616
(18.9x return)
Invested on Sep 10, 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
+180.3%
1-Year Total Return
+411.1%
Current Dividend Yield
0.10%
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 | +410.7% | +411.7% | +1.0% |
| 3 Years | +144.6% | +145.0% | +0.4% |
| 5 Years | +61.1% | +61.3% | +0.2% |
| 10 Years | +28.6% | +30.3% | +1.7% |
| 15 Years | +23.0% | +24.9% | +1.8% |
| 20 Years | +20.1% | +21.4% | +1.3% |
