Over the latest trailing 12-month period, total return cagr is +13.59%. The comparable SPY value is +19.37%. Year-to-date total return is -4.06%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WFC
$199,189
(19.9x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 9, 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
-4.1%
1-Year Total Return
+13.6%
Current Dividend Yield
2.10%
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 | +11.2% | +13.6% | +2.4% |
| 3 Years | +29.0% | +32.1% | +3.1% |
| 5 Years | +15.0% | +17.8% | +2.8% |
| 10 Years | +5.8% | +8.8% | +3.0% |
| 15 Years | +8.9% | +12.0% | +3.0% |
| 20 Years | +4.7% | +7.6% | +2.9% |
