Over the latest trailing 12-month period, total return cagr is -33.96%. The comparable SPY value is +16.94%. Year-to-date total return is -22.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CMRC
$444
(0.0x return)
Invested on Aug 5, 2020
Growth of $10,000 in SPY (S&P 500)
$25,049
(2.5x return)
Invested on Aug 5, 2020
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
-22.1%
1-Year Total Return
-34.1%
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 | (34.0%) | (34.0%) | N/A |
| 3 Years | (30.2%) | (30.2%) | N/A |
| 5 Years | (42.0%) | (42.0%) | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
