Over the latest trailing 12-month period, total return cagr is +106.94%. The comparable SPY value is +20.23%. Year-to-date total return is +36.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AU
$48,291
(4.8x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$192,816
(19.3x return)
Invested on Sep 3, 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
+36.5%
1-Year Total Return
+107.7%
Current Dividend Yield
4.02%
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 | +97.6% | +106.9% | +9.3% |
| 3 Years | +87.6% | +94.0% | +6.4% |
| 5 Years | +45.8% | +49.8% | +4.0% |
| 10 Years | +21.4% | +23.8% | +2.3% |
| 15 Years | +6.3% | +7.8% | +1.5% |
| 20 Years |
| +4.8% |
| +6.1% |
| +1.3% |
