Over the latest trailing 12-month period, total return cagr is +9.39%. The comparable SPY value is +16.94%. Year-to-date total return is +3.24%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AIRTP
$17,812
(1.8x return)
Invested on Jun 11, 2019
Growth of $10,000 in SPY (S&P 500)
$29,994
(3.0x return)
Invested on Jun 11, 2019
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
+3.2%
1-Year Total Return
+9.4%
Current Dividend Yield
10.64%
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 | (1.1%) | +9.4% | +10.5% |
| 3 Years | +0.3% | +11.7% | +11.5% |
| 5 Years | (5.5%) | +4.4% | +9.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
