Equities · Performance
Total-return analysis
Price plus dividends across horizons — total return, income and the growth of $10,000.
1Y total return
-8.3%
price + dividends
1Y price return
-10.1%
appreciation only
1Y income
+1.8%
dividends ÷ start price
Trailing div yield
3.18%
as of 2026-06-24
Returns by horizon
| Horizon | Price | Income | Total | Ann. |
|---|---|---|---|---|
| 1M | -6.5% | +0.0% | -6.5% | — |
| 3M | -31.9% | +0.0% | -31.9% | — |
| 6M | -46.7% | +0.3% | -46.4% | — |
| YTD | -46.8% | +0.3% | -46.5% | — |
| 1Y | -10.1% | +1.8% | -8.3% | -8.3% |
| 3Y | +38.4% | +5.5% | +43.9% | +12.9% |
| 5Y | +30.7% | +7.6% | +38.2% | +6.7% |
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.