Over the latest trailing 12-month period, total return cagr is -31.51%. The comparable SPY value is +18.19%. Year-to-date total return is -21.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ARES
$111,666
(11.2x return)
Invested on May 2, 2014
Growth of $10,000 in SPY (S&P 500)
$48,838
(4.9x return)
Invested on May 2, 2014
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
-21.4%
1-Year Total Return
-31.5%
Current Dividend Yield
3.98%
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 | (33.9%) | (31.5%) | +2.4% |
| 3 Years | +7.8% | +11.0% | +3.2% |
| 5 Years | +11.6% | +15.1% | +3.5% |
| 10 Years | +21.7% | +26.9% | +5.2% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
