Over the latest trailing 12-month period, total return cagr is +13.71%. The comparable SPY value is +18.19%. Year-to-date total return is -3.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CCJ
$170,472
(17.0x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,387
(19.7x return)
Invested on Jul 29, 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
-3.6%
1-Year Total Return
+13.7%
Current Dividend Yield
0.19%
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 | +13.5% | +13.7% | +0.2% |
| 3 Years | +37.4% | +37.6% | +0.3% |
| 5 Years | +37.7% | +38.1% | +0.3% |
| 10 Years | +24.9% | +25.9% | +1.0% |
| 15 Years | +8.3% | +9.7% | +1.4% |
| 20 Years |
| +4.1% |
| +5.3% |
| +1.2% |
