Over the latest trailing 12-month period, total return cagr is -25.14%. The comparable SPY value is +17.76%. Year-to-date total return is -3.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AMT
$133,734
(13.4x return)
Invested on Feb 27, 1998
Growth of $10,000 in SPY (S&P 500)
$116,358
(11.6x return)
Invested on Feb 27, 1998
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
-25.1%
Current Dividend Yield
4.19%
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 | (27.9%) | (25.1%) | +2.8% |
| 3 Years | (4.4%) | (1.0%) | +3.4% |
| 5 Years | (10.2%) | (7.3%) | +2.9% |
| 10 Years | +3.5% | +6.2% | +2.7% |
| 15 Years | +7.9% | +10.3% | +2.4% |
| 20 Years | +8.6% | +10.4% | +1.8% |
