Over the latest trailing 12-month period, total return cagr is +44.88%. The comparable SPY value is +19.98%. Year-to-date total return is +19.80%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in C
$24,388
(2.4x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x 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
+19.8%
1-Year Total Return
+44.8%
Current Dividend Yield
1.79%
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 | +41.9% | +44.9% | +3.0% |
| 3 Years | +48.9% | +53.5% | +4.6% |
| 5 Years | +14.1% | +18.1% | +3.9% |
| 10 Years | +11.2% | +14.6% | +3.4% |
| 15 Years | +11.1% | +13.4% | +2.3% |
| 20 Years |
| (6.2%) |
| (4.2%) |
| +2.0% |
