Over the latest trailing 12-month period, total return cagr is +6.71%. The comparable SPY value is +19.98%. Year-to-date total return is +3.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CME
$629,745
(63.0x return)
Invested on Dec 6, 2002
Growth of $10,000 in SPY (S&P 500)
$132,815
(13.3x return)
Invested on Dec 6, 2002
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
+3.5%
1-Year Total Return
+6.7%
Current Dividend Yield
1.35%
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 | +5.2% | +6.7% | +1.5% |
| 3 Years | +11.5% | +15.4% | +3.9% |
| 5 Years | +7.6% | +11.6% | +4.1% |
| 10 Years | +10.0% | +14.0% | +4.0% |
| 15 Years | +11.9% | +16.1% | +4.2% |
| 20 Years |
| +6.0% |
| +9.3% |
| +3.4% |
