Over the latest trailing 12-month period, total return cagr is +14.88%. The comparable SPY value is +20.57%. Year-to-date total return is +22.08%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CHE
$403,682
(40.4x return)
Invested on Aug 28, 1996
Growth of $10,000 in SPY (S&P 500)
$193,834
(19.4x return)
Invested on Aug 28, 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
+22.1%
1-Year Total Return
+14.9%
Current Dividend Yield
0.48%
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 | +14.3% | +14.9% | +0.6% |
| 3 Years | +1.0% | +1.4% | +0.4% |
| 5 Years | +1.9% | +2.3% | +0.4% |
| 10 Years | +14.7% | +15.2% | +0.4% |
| 15 Years | +15.9% | +16.6% | +0.6% |
| 20 Years |
| +13.9% |
| +14.6% |
| +0.7% |
