Over the latest trailing 12-month period, total return cagr is -31.39%. The comparable SPY value is +17.49%. Year-to-date total return is -5.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CALM
$835,974
(83.6x return)
Invested on Dec 12, 1996
Growth of $10,000 in SPY (S&P 500)
$168,490
(16.8x return)
Invested on Dec 12, 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
-5.8%
1-Year Total Return
-31.4%
Current Dividend Yield
3.32%
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 | (33.4%) | (31.4%) | +2.0% |
| 3 Years | +14.9% | +20.6% | +5.7% |
| 5 Years | +16.0% | +22.2% | +6.2% |
| 10 Years | +5.5% | +8.5% | +3.0% |
| 15 Years | +10.7% | +13.9% | +3.2% |
| 20 Years |
| +16.6% |
| +20.0% |
| +3.4% |
