Over the latest trailing 12-month period, total return cagr is +41.06%. The comparable SPY value is +17.49%. Year-to-date total return is +17.23%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CLS
$369,653
(37.0x return)
Invested on Jun 30, 1998
Growth of $10,000 in SPY (S&P 500)
$108,703
(10.9x 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
+17.2%
1-Year Total Return
+41.0%
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 | +41.1% | +41.1% | N/A |
| 3 Years | +143.1% | +143.1% | N/A |
| 5 Years | +108.7% | +108.7% | N/A |
| 10 Years | +41.7% | +41.7% | N/A |
| 15 Years | +28.7% | +28.7% | N/A |
| 20 Years |
| +19.6% |
| +19.6% |
| N/A |
