Over the latest trailing 12-month period, total return cagr is -5.18%. The comparable SPY value is +16.94%. Year-to-date total return is -0.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CHSCP
$53,345
(5.3x return)
Invested on Jan 29, 2003
Growth of $10,000 in SPY (S&P 500)
$137,956
(13.8x return)
Invested on Jan 29, 2003
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
-0.6%
1-Year Total Return
-5.2%
Current Dividend Yield
7.67%
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 | (11.7%) | (5.2%) | +6.5% |
| 3 Years | (4.6%) | +2.2% | +6.8% |
| 5 Years | (2.8%) | +4.0% | +6.8% |
| 10 Years | (2.4%) | +4.4% | +6.8% |
| 15 Years | (0.5%) | +6.3% | +6.8% |
| 20 Years |
| +0.0% |
| +7.0% |
| +7.0% |
