Over the latest trailing 12-month period, total return cagr is -39.61%. The comparable SPY value is +16.94%. Year-to-date total return is -32.94%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ARKR
$10,879
(1.1x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 1996
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
-32.9%
1-Year Total Return
-39.8%
Current Dividend Yield
N/A
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 | (39.6%) | (39.6%) | N/A |
| 3 Years | (33.8%) | (32.9%) | +0.8% |
| 5 Years | (22.2%) | (20.8%) | +1.4% |
| 10 Years | (14.8%) | (12.7%) | +2.1% |
| 15 Years | (6.9%) | (3.8%) | +3.1% |
| 20 Years |
| (8.7%) |
| (4.9%) |
| +3.8% |
