What has the average annual return been for SWZ over the past ten years?
✔️Accepted answer:
The ten year SWZ average annual return has been 3.79% with dividends reinvested.
When you say 'with dividends reinvested' what does that mean?
✔️Accepted answer:
That means that each time the stock goes ex-dividend, the average annual return calculation then factors in how that dividend amount could have been reinvested into more shares of SWZ at the then-current price — often this is referred to as 'compounding' and is very important when considering average annual return over a long period like a full decade.
What start date was used in your SWZ average annual return calculation?
✔️Accepted answer:
The start date was 04/24/2014.
What end date was used in your SWZ average annual return calculation?
✔️Accepted answer:
The end date was 04/23/2024.
If I had invested $10,000 into SWZ ten years ago, how much would I have today?
✔️Accepted answer:
With dividends reinvested, as of 04/23/2024, you would have $14,509.21.
What does that work out to on a total return basis?
✔️Accepted answer:
The SWZ ten year total return ending 04/23/2024 works out to 45.14%.
Also see:
SWZ stock yearly return 2014
SWZ stock yearly return 2015
SWZ stock yearly return 2016
SWZ stock yearly return 2017
SWZ stock yearly return 2018
SWZ stock yearly return 2019
SWZ stock yearly return 2020
SWZ stock yearly return 2021
SWZ stock yearly return 2022
SWZ stock yearly return 2023
SWZ YTD return