Over the latest trailing 12-month period, total return cagr is +48.00%. The comparable SPY value is +17.49%. Year-to-date total return is +36.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ACA
$72,288
(7.2x return)
Invested on Oct 30, 2018
Growth of $10,000 in SPY (S&P 500)
$31,175
(3.1x return)
Invested on Oct 30, 2018
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+36.5%
1-Year Total Return
+48.0%
Current Dividend Yield
0.14%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +47.7% | +48.0% | +0.3% |
| 3 Years | +24.4% | +24.7% | +0.3% |
| 5 Years | +24.1% | +24.5% | +0.3% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |