Over the latest trailing 12-month period, total return cagr is +32.00%. The comparable SPY value is +17.49%. Year-to-date total return is +37.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in APLE
$16,297
(1.6x return)
Invested on May 18, 2015
Growth of $10,000 in SPY (S&P 500)
$42,914
(4.3x 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
+37.4%
1-Year Total Return
+32.0%
Current Dividend Yield
6.17%
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 | +22.6% | +32.0% | +9.4% |
| 3 Years | (1.1%) | +6.2% | +7.3% |
| 5 Years | +1.4% | +7.8% | +6.4% |
| 10 Years | (1.6%) | +4.0% | +5.6% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
