Over the latest trailing 12-month period, total return cagr is +51.98%. The comparable SPY value is +16.94%. Year-to-date total return is +52.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ADEA
$154,905
(15.5x return)
Invested on Nov 13, 2003
Growth of $10,000 in SPY (S&P 500)
$111,707
(11.2x return)
Invested on Nov 13, 2003
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
+52.0%
1-Year Total Return
+52.3%
Current Dividend Yield
0.77%
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 | +50.5% | +52.0% | +1.5% |
| 3 Years | +44.8% | +46.9% | +2.1% |
| 5 Years | +39.8% | +42.8% | +3.1% |
| 10 Years | +9.8% | +17.4% | +7.6% |
| 15 Years | +14.6% | +23.0% | +8.4% |
| 20 Years |
| +5.3% |
| +11.1% |
| +5.8% |
