Equities · Performance
Total-return analysis
Price plus dividends across horizons — total return, income and the growth of $10,000.
1Y total return
+27.2%
price + dividends
1Y price return
+23.9%
appreciation only
1Y income
+3.3%
dividends ÷ start price
Trailing div yield
2.67%
as of 2026-06-18
Returns by horizon
| Horizon | Price | Income | Total | Ann. |
|---|---|---|---|---|
| 1M | +9.0% | +0.7% | +9.7% | — |
| 3M | +14.7% | +0.8% | +15.5% | — |
| 6M | +10.5% | +1.5% | +12.0% | — |
| YTD | +11.7% | +1.5% | +13.2% | — |
| 1Y | +23.9% | +3.3% | +27.2% | +27.2% |
| 3Y | +82.8% | +13.5% | +96.3% | +25.1% |
| 5Y | +57.4% | +18.4% | +75.9% | +11.9% |
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.