Over the latest trailing 12-month period, total return cagr is -30.75%. The comparable SPY value is +22.66%. Year-to-date total return is +1.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ARE
$70,208
(7.0x return)
Invested on May 28, 1997
Growth of $10,000 in SPY (S&P 500)
$150,243
(15.0x return)
Invested on May 28, 1997
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
+1.7%
1-Year Total Return
-30.9%
Current Dividend Yield
7.20%
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 | (34.7%) | (30.8%) | +4.0% |
| 3 Years | (26.5%) | (22.5%) | +4.0% |
| 5 Years | (25.1%) | (21.7%) | +3.4% |
| 10 Years | (8.0%) | (4.6%) | +3.4% |
| 15 Years | (2.2%) | +1.4% | +3.5% |
| 20 Years |
| (3.3%) |
| +0.1% |
| +3.4% |
