Over the latest trailing 12-month period, total return cagr is -26.17%. The comparable SPY value is +17.49%. Year-to-date total return is -16.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ARES
$118,432
(11.8x return)
Invested on May 2, 2014
Growth of $10,000 in SPY (S&P 500)
$49,066
(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
-16.7%
1-Year Total Return
-26.1%
Current Dividend Yield
3.75%
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 | (28.8%) | (26.2%) | +2.6% |
| 3 Years | +7.6% | +10.9% | +3.2% |
| 5 Years | +10.8% | +14.2% | +3.5% |
| 10 Years | +21.8% | +26.8% | +5.0% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
