Walmart Inc.(WMT)
Discount Stores · Bentonville, AR
$107.14-1.28 (-1.18%)
Delayed quote: Sep 4, 2026, 4:00 PM EDT
Discount Stores · Bentonville, AR
Delayed quote: Sep 4, 2026, 4:00 PM EDT
Over the latest trailing 12-month period, total return cagr is +7.05%. The comparable SPY value is +19.98%. Year-to-date total return is -3.22%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WMT
$387,966
(38.8x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
-3.2%
1-Year Total Return
+7.0%
Current Dividend Yield
0.91%
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 | +6.2% | +7.0% | +0.9% |
| 3 Years | +25.7% | +27.0% | +1.3% |
| 5 Years | +16.6% | +18.0% | +1.5% |
| 10 Years | +16.1% | +18.0% | +1.9% |
| 15 Years | +12.9% | +15.2% | +2.3% |
| 20 Years | +10.3% | +12.5% | +2.2% |