Over the latest trailing 12-month period, total return cagr is +3.01%. The comparable SPY value is +16.94%. Year-to-date total return is +4.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CHSCO
$24,688
(2.5x return)
Invested on Sep 23, 2013
Growth of $10,000 in SPY (S&P 500)
$57,024
(5.7x return)
Invested on Sep 23, 2013
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
+4.5%
1-Year Total Return
+3.0%
Current Dividend Yield
7.68%
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 | (4.4%) | +3.0% | +7.4% |
| 3 Years | (0.7%) | +6.9% | +7.6% |
| 5 Years | (1.9%) | +5.7% | +7.5% |
| 10 Years | (1.4%) | +5.9% | +7.3% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
