Over the latest trailing 12-month period, total return cagr is +65.89%. The comparable SPY value is +18.19%. Year-to-date total return is +57.21%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CASY
$1,292,071
(129.2x return)
Invested on Jul 30, 1996
Growth of $10,000 in SPY (S&P 500)
$187,227
(18.7x return)
Invested on Jul 30, 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
+57.2%
1-Year Total Return
+65.8%
Current Dividend Yield
0.26%
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 | +65.3% | +65.9% | +0.6% |
| 3 Years | +51.0% | +51.7% | +0.8% |
| 5 Years | +34.4% | +35.1% | +0.7% |
| 10 Years | +20.6% | +21.4% | +0.8% |
| 15 Years | +21.8% | +22.8% | +1.0% |
| 20 Years | +20.0% | +21.0% | +1.1% |
