Over the latest trailing 12-month period, total return cagr is +66.06%. The comparable SPY value is +17.49%. Year-to-date total return is +45.50%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in COLO
$31,650
(3.2x return)
Invested on Feb 9, 2009
Growth of $10,000 in SPY (S&P 500)
$124,299
(12.4x return)
Invested on Feb 9, 2009
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
+45.5%
1-Year Total Return
+66.0%
Current Dividend Yield
3.86%
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 | +57.4% | +66.1% | +8.7% |
| 3 Years | +36.7% | +45.7% | +9.0% |
| 5 Years | +12.8% | +20.5% | +7.7% |
| 10 Years | +2.9% | +7.8% | +5.0% |
| 15 Years | (2.8%) | +1.1% | +3.9% |
| 20 Years | N/A | N/A | N/A |
