Over the latest trailing 12-month period, total return cagr is +61.03%. The comparable SPY value is +16.94%. Year-to-date total return is +56.47%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CARE
$35,324
(3.5x return)
Invested on Mar 15, 2007
Growth of $10,000 in SPY (S&P 500)
$78,952
(7.9x return)
Invested on Mar 15, 2007
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
+56.5%
1-Year Total Return
+61.4%
Current Dividend Yield
0.65%
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 | +59.9% | +61.0% | +1.1% |
| 3 Years | +36.6% | +36.9% | +0.3% |
| 5 Years | +15.5% | +15.7% | +0.2% |
| 10 Years | +8.9% | +9.1% | +0.2% |
| 15 Years | +9.7% | +11.3% | +1.5% |
| 20 Years |
| N/A |
| N/A |
| N/A |
