Over the latest trailing 12-month period, total return cagr is +3.74%. The comparable SPY value is +16.94%. Year-to-date total return is +0.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AUBN
$97,362
(9.7x 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
+1.0%
1-Year Total Return
-0.2%
Current Dividend Yield
4.10%
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 | (4.3%) | +3.7% | +8.0% |
| 3 Years | +7.2% | +12.4% | +5.3% |
| 5 Years | (5.0%) | (0.6%) | +4.4% |
| 10 Years | (0.4%) | +3.1% | +3.6% |
| 15 Years | +2.0% | +5.7% | +3.6% |
| 20 Years |
| (0.2%) |
| +3.3% |
| +3.5% |
