Over the latest trailing 12-month period, total return cagr is +26.95%. The comparable SPY value is +20.57%. Year-to-date total return is +32.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AIT
$721,821
(72.2x return)
Invested on Aug 28, 1996
Growth of $10,000 in SPY (S&P 500)
$193,834
(19.4x return)
Invested on Aug 28, 1996
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
+32.4%
1-Year Total Return
+26.9%
Current Dividend Yield
0.59%
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 | +26.1% | +26.9% | +0.8% |
| 3 Years | +29.9% | +30.9% | +0.9% |
| 5 Years | +29.9% | +31.1% | +1.2% |
| 10 Years | +21.7% | +23.4% | +1.7% |
| 15 Years | +17.8% | +19.8% | +2.0% |
| 20 Years |
| +14.7% |
| +16.9% |
| +2.1% |
