Equities · Performance
Total-return analysis
Price plus dividends across horizons — total return, income and the growth of $10,000.
1Y total return
+31.6%
price + dividends
1Y price return
+30.1%
appreciation only
1Y income
+1.4%
dividends ÷ start price
Trailing div yield
1.11%
as of 2026-06-18
Returns by horizon
| Horizon | Price | Income | Total | Ann. |
|---|---|---|---|---|
| 1M | +17.1% | +0.0% | +17.1% | — |
| 3M | +14.4% | +0.3% | +14.7% | — |
| 6M | +4.2% | +0.6% | +4.8% | — |
| YTD | +9.6% | +0.6% | +10.2% | — |
| 1Y | +30.1% | +1.4% | +31.6% | +31.6% |
| 3Y | +35.6% | +3.8% | +39.4% | +11.7% |
| 5Y | +75.5% | +6.9% | +82.4% | +12.8% |
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.