Over the latest trailing 12-month period, total return cagr is -21.22%. The comparable SPY value is +19.37%. Year-to-date total return is -19.21%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in XYL
$54,833
(5.5x return)
Invested on Oct 13, 2011
Growth of $10,000 in SPY (S&P 500)
$79,129
(7.9x return)
Invested on Oct 13, 2011
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
-19.2%
1-Year Total Return
-21.2%
Current Dividend Yield
1.53%
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 | (22.3%) | (21.2%) | +1.1% |
| 3 Years | +4.5% | +5.8% | +1.3% |
| 5 Years | (4.2%) | (3.0%) | +1.2% |
| 10 Years | +7.9% | +9.2% | +1.3% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
