Equities · Performance
Total-return analysis
Price plus dividends across horizons — total return, income and the growth of $10,000.
1Y total return
+201.0%
price + dividends
1Y price return
+196.1%
appreciation only
1Y income
+4.8%
dividends ÷ start price
Trailing div yield
1.63%
as of 2026-06-19
Returns by horizon
| Horizon | Price | Income | Total | Ann. |
|---|---|---|---|---|
| 1M | +3.5% | +0.4% | +4.0% | — |
| 3M | +18.6% | +0.5% | +19.1% | — |
| 6M | +112.5% | +1.7% | +114.2% | — |
| YTD | +106.7% | +1.7% | +108.4% | — |
| 1Y | +196.1% | +4.8% | +201.0% | +201.0% |
| 3Y | +209.8% | +19.2% | +228.9% | +48.7% |
| 5Y | +160.9% | +21.2% | +182.1% | +23.0% |
Growth of $10,000 · total return vs price
Total returnPrice only
Total return = (end price + dividends paid over the window) ÷ start price − 1; income is the dividend contribution. Dividends are summed (not reinvested), so multi-year totals are a close approximation. Source: prices_daily + dividends. Educational.