Over the latest trailing 12-month period, total return cagr is -28.83%. The comparable SPY value is +17.49%. Year-to-date total return is -24.32%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CCL
$27,161
(2.7x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
-24.3%
1-Year Total Return
-28.8%
Current Dividend Yield
1.98%
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 | (29.9%) | (28.8%) | +1.1% |
| 3 Years | +13.7% | +14.3% | +0.6% |
| 5 Years | +0.0% | (0.2%) | N/A |
| 10 Years | (6.5%) | (5.2%) | +1.2% |
| 15 Years | (2.0%) | (0.1%) | +1.8% |
| 20 Years |
| (3.1%) |
| (1.2%) |
| +2.0% |
