Over the latest trailing 12-month period, total return cagr is -23.11%. The comparable SPY value is +16.94%. Year-to-date total return is -49.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ATEC
$995
(0.1x return)
Invested on Jun 2, 2006
Growth of $10,000 in SPY (S&P 500)
$90,927
(9.1x return)
Invested on Jun 2, 2006
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
-49.0%
1-Year Total Return
-23.2%
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 | (23.1%) | (23.1%) | N/A |
| 3 Years | (1.3%) | (1.3%) | N/A |
| 5 Years | (2.3%) | (2.3%) | N/A |
| 10 Years | +3.9% | +3.9% | N/A |
| 15 Years | (5.9%) | (5.9%) | N/A |
| 20 Years |
| (7.8%) |
| (7.8%) |
| N/A |
