Over the latest trailing 12-month period, total return cagr is -1.53%. The comparable SPY value is +22.51%. Year-to-date total return is -7.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CCL
$34,098
(3.4x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 12, 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
-7.8%
1-Year Total Return
-1.5%
Current Dividend Yield
1.08%
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 | (3.1%) | (1.5%) | +1.6% |
| 3 Years | +18.2% | +18.8% | +0.6% |
| 5 Years | +2.9% | +3.3% | +0.3% |
| 10 Years | (4.9%) | (3.6%) | +1.3% |
| 15 Years | (0.7%) | +1.2% | +1.9% |
| 20 Years |
| (1.5%) |
| +0.5% |
| +2.0% |
