Over the latest trailing 12-month period, total return cagr is +132.97%. The comparable SPY value is +20.23%. Year-to-date total return is +23.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ARIS
$842
(0.1x return)
Invested on Jan 14, 2005
Growth of $10,000 in SPY (S&P 500)
$96,214
(9.6x return)
Invested on Jan 14, 2005
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
+23.2%
1-Year Total Return
+133.9%
Current Dividend Yield
0.70%
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 | +129.4% | +133.0% | +3.6% |
| 3 Years | +105.0% | +121.6% | +16.6% |
| 5 Years | +38.7% | +51.3% | +12.5% |
| 10 Years | +31.1% | +37.3% | +6.2% |
| 15 Years | (16.0%) | (13.4%) | +2.6% |
| 20 Years |
| (14.9%) |
| (12.9%) |
| +2.0% |
