Over the latest trailing 12-month period, total return cagr is -35.99%. The comparable SPY value is +17.49%. Year-to-date total return is +7.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ARE
$74,259
(7.4x return)
Invested on May 28, 1997
Growth of $10,000 in SPY (S&P 500)
$147,862
(14.8x 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
+7.6%
1-Year Total Return
-36.0%
Current Dividend Yield
6.80%
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 | (39.7%) | (36.0%) | +3.7% |
| 3 Years | (23.1%) | (19.0%) | +4.2% |
| 5 Years | (23.8%) | (20.4%) | +3.4% |
| 10 Years | (7.0%) | (3.6%) | +3.4% |
| 15 Years | (2.0%) | +1.6% | +3.5% |
| 20 Years |
| (3.1%) |
| +0.3% |
| +3.4% |
