Over the latest trailing 12-month period, total return cagr is +61.70%. The comparable SPY value is +16.85%. Year-to-date total return is +25.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in COLO
$27,250
(2.7x return)
Invested on Feb 9, 2009
Growth of $10,000 in SPY (S&P 500)
$120,854
(12.1x 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
+25.3%
1-Year Total Return
+62.1%
Current Dividend Yield
4.50%
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 | +51.3% | +61.7% | +10.4% |
| 3 Years | +25.3% | +33.8% | +8.6% |
| 5 Years | +10.6% | +18.5% | +7.9% |
| 10 Years | +1.8% | +7.3% | +5.5% |
| 15 Years | (4.0%) | (0.1%) | +3.9% |
| 20 Years | N/A | N/A | N/A |
