Equities · Performance
Total-return analysis
Price plus dividends across horizons — total return, income and the growth of $10,000.
1Y total return
+15.0%
price + dividends
1Y price return
+15.0%
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 | -5.8% | +0.0% | -5.8% | — |
| 3M | +17.1% | +0.0% | +17.1% | — |
| 6M | +7.8% | +0.0% | +7.8% | — |
| YTD | +5.9% | +0.0% | +5.9% | — |
| 1Y | +15.0% | +0.0% | +15.0% | +15.0% |
| 3Y | +94.7% | +0.0% | +94.7% | +24.8% |
| 5Y | +40.2% | +0.0% | +40.2% | +7.0% |
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.