Over the latest trailing 12-month period, total return cagr is +13.95%. The comparable SPY value is +22.66%. Year-to-date total return is +14.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CBOE
$114,014
(11.4x return)
Invested on Jun 15, 2010
Growth of $10,000 in SPY (S&P 500)
$93,774
(9.4x return)
Invested on Jun 15, 2010
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
+14.1%
1-Year Total Return
+14.0%
Current Dividend Yield
1.01%
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 | +12.8% | +13.9% | +1.2% |
| 3 Years | +24.3% | +25.8% | +1.5% |
| 5 Years | +18.4% | +20.0% | +1.6% |
| 10 Years | +15.4% | +16.9% | +1.5% |
| 15 Years | +18.5% | +20.5% | +2.0% |
| 20 Years |
| N/A |
| N/A |
| N/A |
