Equities · Performance
Total-return analysis
Price plus dividends across horizons — total return, income and the growth of $10,000.
1Y total return
+12.1%
price + dividends
1Y price return
+6.7%
appreciation only
1Y income
+5.4%
dividends ÷ start price
Trailing div yield
5.06%
as of 2026-06-21
Returns by horizon
| Horizon | Price | Income | Total | Ann. |
|---|---|---|---|---|
| 1M | -5.1% | +1.2% | -3.9% | — |
| 3M | -2.1% | +2.5% | +0.4% | — |
| 6M | +11.1% | +2.8% | +14.0% | — |
| YTD | +10.9% | +2.8% | +13.7% | — |
| 1Y | +6.7% | +5.4% | +12.1% | +12.0% |
| 3Y | -17.9% | +15.0% | -2.9% | -1.0% |
| 5Y | -9.3% | +24.6% | +15.4% | +2.9% |
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.