Over the latest trailing 12-month period, total return cagr is -9.95%. The comparable SPY value is +17.49%. Year-to-date total return is -19.03%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CEG
$70,432
(7.0x return)
Invested on Jan 19, 2022
Growth of $10,000 in SPY (S&P 500)
$17,831
(1.8x return)
Invested on Jan 19, 2022
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
-19.0%
1-Year Total Return
-9.9%
Current Dividend Yield
0.59%
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 | (10.5%) | (9.9%) | +0.5% |
| 3 Years | +37.3% | +38.2% | +0.9% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
