Over the latest trailing 12-month period, total return cagr is +21.31%. The comparable SPY value is +17.49%. Year-to-date total return is +47.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CNH
$6,506
(0.7x return)
Invested on Nov 1, 1996
Growth of $10,000 in SPY (S&P 500)
$177,951
(17.8x return)
Invested on Nov 1, 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
+47.9%
1-Year Total Return
+21.3%
Current Dividend Yield
0.74%
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 | +20.1% | +21.3% | +1.2% |
| 3 Years | (0.1%) | +2.3% | +2.3% |
| 5 Years | (3.1%) | (0.8%) | +2.3% |
| 10 Years | +6.4% | +8.2% | +1.8% |
| 15 Years | +3.8% | +5.8% | +2.0% |
| 20 Years | +4.3% | +5.8% | +1.5% |
