Over the latest trailing 12-month period, total return cagr is -1.31%. The comparable SPY value is +21.52%. Year-to-date total return is +3.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WM
$143,093
(14.3x return)
Invested on Aug 13, 1996
Growth of $10,000 in SPY (S&P 500)
$192,739
(19.3x return)
Invested on Aug 13, 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
+3.9%
1-Year Total Return
-1.3%
Current Dividend Yield
1.56%
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 | (2.9%) | (1.3%) | +1.5% |
| 3 Years | +12.0% | +13.7% | +1.7% |
| 5 Years | +8.6% | +10.3% | +1.7% |
| 10 Years | +13.0% | +15.1% | +2.1% |
| 15 Years | +14.2% | +17.0% | +2.7% |
| 20 Years |
| +10.0% |
| +12.9% |
| +2.9% |
