Over the latest trailing 12-month period, total return cagr is -5.52%. The comparable SPY value is +19.98%. Year-to-date total return is +3.79%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CI
$285,994
(28.6x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+3.8%
1-Year Total Return
-5.5%
Current Dividend Yield
2.19%
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 | (7.1%) | (5.5%) | +1.6% |
| 3 Years | +0.7% | +2.6% | +1.9% |
| 5 Years | +5.4% | +7.4% | +2.0% |
| 10 Years | +8.2% | +9.3% | +1.1% |
| 15 Years | +13.1% | +13.8% | +0.8% |
| 20 Years |
| +10.6% |
| +11.2% |
| +0.6% |
