Over the latest trailing 12-month period, total return cagr is +75.10%. The comparable SPY value is +23.21%. Year-to-date total return is +15.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CLS
$364,704
(36.5x return)
Invested on Jun 30, 1998
Growth of $10,000 in SPY (S&P 500)
$106,159
(10.6x return)
Invested on Jun 30, 1998
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
+15.7%
1-Year Total Return
+75.6%
Current Dividend Yield
N/A
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 | +75.1% | +75.1% | N/A |
| 3 Years | +153.2% | +153.2% | N/A |
| 5 Years | +106.6% | +106.6% | N/A |
| 10 Years | +40.8% | +40.8% | N/A |
| 15 Years | +28.1% | +28.1% | N/A |
| 20 Years |
| +19.7% |
| +19.7% |
| N/A |
