Over the latest trailing 12-month period, total return cagr is +34.70%. The comparable SPY value is +17.49%. Year-to-date total return is +26.83%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WMB
$532,322
(53.2x 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
+26.8%
1-Year Total Return
+34.7%
Current Dividend Yield
2.73%
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 | +30.6% | +34.7% | +4.1% |
| 3 Years | +30.4% | +35.1% | +4.6% |
| 5 Years | +25.5% | +31.0% | +5.5% |
| 10 Years | +9.6% | +15.3% | +5.8% |
| 15 Years | +9.1% | +14.9% | +5.8% |
| 20 Years |
| +7.1% |
| +11.9% |
| +4.8% |
