Over the latest trailing 12-month period, total return cagr is -0.69%. The comparable SPY value is +17.31%. Year-to-date total return is -11.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in COO
$558,255
(55.8x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$196,671
(19.7x return)
Invested on Jul 29, 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
-11.7%
1-Year Total Return
-0.7%
Current Dividend Yield
0.00%
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 | (5.7%) | (0.7%) | +5.1% |
| 3 Years | (10.2%) | (9.7%) | +0.5% |
| 5 Years | (7.3%) | (6.9%) | +0.4% |
| 10 Years | +4.6% | +4.8% | +0.2% |
| 15 Years | +9.0% | +9.3% | +0.3% |
| 20 Years | +9.9% | +9.9% | +0.1% |
