Over the latest trailing 12-month period, total return cagr is +30.76%. The comparable SPY value is +16.94%. Year-to-date total return is +126.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CBRL
$50,356
(5.0x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+126.4%
1-Year Total Return
+30.9%
Current Dividend Yield
1.78%
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 | +27.3% | +30.8% | +3.5% |
| 3 Years | (5.8%) | (2.3%) | +3.5% |
| 5 Years | (17.0%) | (13.5%) | +3.5% |
| 10 Years | (8.2%) | (4.5%) | +3.7% |
| 15 Years | +2.3% | +6.3% | +4.0% |
| 20 Years |
| +1.5% |
| +5.0% |
| +3.6% |
