Over the latest trailing 12-month period, total return cagr is -0.08%. The comparable SPY value is +16.94%. Year-to-date total return is +3.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CASH
$284,343
(28.4x return)
Invested on Feb 26, 2001
Growth of $10,000 in SPY (S&P 500)
$97,081
(9.7x return)
Invested on Feb 26, 2001
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
+3.6%
1-Year Total Return
-0.1%
Current Dividend Yield
0.27%
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 | (0.3%) | (0.1%) | +0.2% |
| 3 Years | +15.6% | +15.9% | +0.3% |
| 5 Years | +5.8% | +6.1% | +0.4% |
| 10 Years | +12.7% | +13.2% | +0.6% |
| 15 Years | +19.9% | +21.0% | +1.1% |
| 20 Years | +11.5% | +13.0% | +1.5% |
