Over the latest trailing 12-month period, total return cagr is -0.29%. The comparable SPY value is +16.94%. Year-to-date total return is +1.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CCEC
$6,686
(0.7x return)
Invested on Mar 30, 2007
Growth of $10,000 in SPY (S&P 500)
$76,858
(7.7x return)
Invested on Mar 30, 2007
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
+1.3%
1-Year Total Return
-0.3%
Current Dividend Yield
2.90%
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 | (3.0%) | (0.3%) | +2.7% |
| 3 Years | +14.7% | +18.4% | +3.7% |
| 5 Years | +10.7% | +14.6% | +3.9% |
| 10 Years | (1.1%) | +5.3% | +6.4% |
| 15 Years | (4.3%) | +3.7% | +8.0% |
| 20 Years |
| N/A |
| N/A |
| N/A |
