Over the latest trailing 12-month period, total return cagr is +1.48%. The comparable SPY value is +17.49%. Year-to-date total return is -2.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in YUM
$379,795
(38.0x return)
Invested on Sep 12, 1997
Growth of $10,000 in SPY (S&P 500)
$137,488
(13.7x 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
-2.7%
1-Year Total Return
+1.5%
Current Dividend Yield
2.01%
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 | (0.5%) | +1.5% | +1.9% |
| 3 Years | +4.7% | +6.7% | +2.1% |
| 5 Years | +2.3% | +4.3% | +2.0% |
| 10 Years | +8.8% | +10.8% | +2.0% |
| 15 Years | +9.5% | +11.7% | +2.1% |
| 20 Years |
| +11.0% |
| +13.2% |
| +2.2% |
