Over the latest trailing 12-month period, total return cagr is +57.70%. The comparable SPY value is +17.49%. Year-to-date total return is +74.54%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CF
$604,296
(60.4x return)
Invested on Aug 11, 2005
Growth of $10,000 in SPY (S&P 500)
$90,040
(9.0x 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
+74.5%
1-Year Total Return
+57.6%
Current Dividend Yield
1.58%
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 | +54.5% | +57.7% | +3.2% |
| 3 Years | +17.6% | +20.3% | +2.7% |
| 5 Years | +23.9% | +26.4% | +2.6% |
| 10 Years | +18.2% | +21.4% | +3.2% |
| 15 Years | +9.1% | +11.8% | +2.7% |
| 20 Years |
| +20.3% |
| +22.6% |
| +2.3% |
