Over the latest trailing 12-month period, total return cagr is +5.49%. The comparable SPY value is +16.26%. Year-to-date total return is +5.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in XLP
$58,213
(5.8x return)
Invested on Dec 22, 1998
Growth of $10,000 in SPY (S&P 500)
$101,229
(10.1x return)
Invested on Dec 22, 1998
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
+5.4%
1-Year Total Return
+5.5%
Current Dividend Yield
2.74%
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 | +2.7% | +5.5% | +2.8% |
| 3 Years | +5.3% | +8.2% | +2.9% |
| 5 Years | +3.1% | +5.8% | +2.8% |
| 10 Years | +4.2% | +7.0% | +2.8% |
| 15 Years | +6.9% | +9.8% | +2.9% |
| 20 Years |
| +5.9% |
| +8.8% |
| +2.8% |
