Over the latest trailing 12-month period, total return cagr is -2.01%. The comparable SPY value is +17.49%. Year-to-date total return is -0.94%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CMS
$58,998
(5.9x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
-0.9%
1-Year Total Return
-2.0%
Current Dividend Yield
3.33%
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 | (5.0%) | (2.0%) | +3.0% |
| 3 Years | +6.5% | +9.9% | +3.4% |
| 5 Years | +1.3% | +4.4% | +3.2% |
| 10 Years | +5.1% | +8.2% | +3.2% |
| 15 Years | +8.9% | +12.4% | +3.5% |
| 20 Years | +8.0% | +11.4% | +3.4% |
