Over the latest trailing 12-month period, total return cagr is +8.40%. The comparable SPY value is +19.49%. Year-to-date total return is +2.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in YUM
$399,170
(39.9x return)
Invested on Sep 12, 1997
Growth of $10,000 in SPY (S&P 500)
$129,828
(13.0x return)
Invested on Sep 12, 1997
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
+2.3%
1-Year Total Return
+8.4%
Current Dividend Yield
1.91%
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 | +6.3% | +8.4% | +2.1% |
| 3 Years | +3.6% | +5.7% | +2.0% |
| 5 Years | +3.1% | +5.1% | +2.0% |
| 10 Years | +9.1% | +11.0% | +2.0% |
| 15 Years | +9.7% | +11.8% | +2.1% |
| 20 Years | +11.9% | +14.1% | +2.2% |
