Over the latest trailing 12-month period, total return cagr is -7.36%. The comparable SPY value is +17.49%. Year-to-date total return is -2.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WY
$13,024
(1.3x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$194,354
(19.4x 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
-2.1%
1-Year Total Return
-7.4%
Current Dividend Yield
3.72%
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 | (10.6%) | (7.4%) | +3.2% |
| 3 Years | (11.0%) | (8.2%) | +2.8% |
| 5 Years | (8.3%) | (5.0%) | +3.3% |
| 10 Years | (2.9%) | +0.6% | +3.5% |
| 15 Years | +2.0% | +5.5% | +3.6% |
| 20 Years |
| (5.0%) |
| (1.9%) |
| +3.1% |
