Over the latest trailing 12-month period, total return cagr is +39.45%. The comparable SPY value is +17.49%. Year-to-date total return is +31.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WERN
$62,214
(6.2x 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
+31.1%
1-Year Total Return
+39.4%
Current Dividend Yield
1.44%
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 | +37.1% | +39.5% | +2.3% |
| 3 Years | (0.5%) | +1.2% | +1.6% |
| 5 Years | (3.7%) | (2.3%) | +1.4% |
| 10 Years | +5.3% | +6.6% | +1.3% |
| 15 Years | +3.6% | +4.8% | +1.1% |
| 20 Years |
| +3.9% |
| +5.1% |
| +1.1% |
