Over the latest trailing 12-month period, total return cagr is +40.90%. The comparable SPY value is +23.65%. Year-to-date total return is +49.23%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CF
$516,664
(51.7x return)
Invested on Aug 11, 2005
Growth of $10,000 in SPY (S&P 500)
$93,092
(9.3x return)
Invested on Aug 11, 2005
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
+49.2%
1-Year Total Return
+40.9%
Current Dividend Yield
1.75%
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 | +38.0% | +40.9% | +2.9% |
| 3 Years | +12.4% | +15.0% | +2.6% |
| 5 Years | +19.9% | +22.4% | +2.5% |
| 10 Years | +17.9% | +21.1% | +3.3% |
| 15 Years | +9.5% | +12.1% | +2.6% |
| 20 Years | +19.8% | +22.1% | +2.3% |
