Over the latest trailing 12-month period, total return cagr is -26.88%. The comparable SPY value is +18.19%. Year-to-date total return is -16.81%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CPB
$15,895
(1.6x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,387
(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
-16.8%
1-Year Total Return
-26.9%
Current Dividend Yield
7.07%
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 | (31.2%) | (26.9%) | +4.3% |
| 3 Years | (21.8%) | (18.2%) | +3.6% |
| 5 Years | (12.8%) | (9.3%) | +3.5% |
| 10 Years | (9.8%) | (6.6%) | +3.2% |
| 15 Years | (2.6%) | +0.6% | +3.3% |
| 20 Years | (2.5%) | +0.6% | +3.2% |
