Over the latest trailing 12-month period, total return cagr is -2.06%. The comparable SPY value is +23.65%. Year-to-date total return is +22.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CARR
$58,305
(5.8x return)
Invested on Mar 19, 2020
Growth of $10,000 in SPY (S&P 500)
$36,872
(3.7x return)
Invested on Mar 19, 2020
Hypothetical Growth of $10,000
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.
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Recent Performance Indicators
YTD Total Return
+22.6%
1-Year Total Return
-2.1%
Current Dividend Yield
1.10%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
