Over the latest trailing 12-month period, total return cagr is +14.93%. The comparable SPY value is +16.94%. Year-to-date total return is +6.06%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ALCO
$32,014
(3.2x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+6.1%
1-Year Total Return
+15.0%
Current Dividend Yield
0.52%
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 | +14.3% | +14.9% | +0.6% |
| 3 Years | +15.9% | +16.6% | +0.7% |
| 5 Years | +2.1% | +3.9% | +1.8% |
| 10 Years | +3.6% | +5.3% | +1.7% |
| 15 Years | +4.1% | +5.5% | +1.4% |
| 20 Years |
| (2.1%) |
| (0.8%) |
| +1.4% |
