Over the latest trailing 12-month period, total return cagr is +48.27%. The comparable SPY value is +23.65%. Year-to-date total return is +42.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in APLE
$16,705
(1.7x return)
Invested on May 18, 2015
Growth of $10,000 in SPY (S&P 500)
$43,692
(4.4x return)
Invested on May 18, 2015
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
+42.3%
1-Year Total Return
+48.2%
Current Dividend Yield
5.93%
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 | +37.6% | +48.3% | +10.7% |
| 3 Years | +2.0% | +9.1% | +7.1% |
| 5 Years | +1.6% | +7.7% | +6.1% |
| 10 Years | (2.1%) | +3.3% | +5.4% |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
