Over the latest trailing 12-month period, total return cagr is -33.90%. The comparable SPY value is +17.49%. Year-to-date total return is -20.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CPB
$13,063
(1.3x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
-20.9%
1-Year Total Return
-33.9%
Current Dividend Yield
7.43%
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 | (37.8%) | (33.9%) | +3.9% |
| 3 Years | (21.1%) | (17.5%) | +3.6% |
| 5 Years | (13.4%) | (9.9%) | +3.5% |
| 10 Years | (9.2%) | (5.9%) | +3.2% |
| 15 Years | (2.5%) | +0.7% | +3.3% |
| 20 Years | (2.9%) | +0.3% | +3.1% |
