Equities · Performance
Total-return analysis
Price plus dividends across horizons — total return, income and the growth of $10,000.
1Y total return
+2.4%
price + dividends
1Y price return
+2.4%
appreciation only
1Y income
+0.0%
dividends ÷ start price
Trailing div yield
0.00%
as of 2026-06-18
Returns by horizon
| Horizon | Price | Income | Total | Ann. |
|---|---|---|---|---|
| 1M | -13.9% | +0.0% | -13.9% | — |
| 3M | -8.2% | +0.0% | -8.2% | — |
| 6M | +4.8% | +0.0% | +4.8% | — |
| YTD | +5.4% | +0.0% | +5.4% | — |
| 1Y | +2.4% | +0.0% | +2.4% | +2.4% |
| 3Y | -37.4% | +0.0% | -37.4% | -14.4% |
| 5Y | — | — | — | — |
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.