Over the latest trailing 12-month period, total return cagr is -2.37%. The comparable SPY value is +16.94%. Year-to-date total return is +2.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CPHC
$61,992
(6.2x return)
Invested on Oct 8, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 8, 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
+2.7%
1-Year Total Return
-2.4%
Current Dividend Yield
1.79%
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 | (4.1%) | (2.4%) | +1.7% |
| 3 Years | (8.0%) | (6.5%) | +1.4% |
| 5 Years | (0.4%) | +1.0% | +1.4% |
| 10 Years | +3.9% | +5.4% | +1.4% |
| 15 Years | +3.7% | +5.3% | +1.6% |
| 20 Years |
| +1.0% |
| +2.3% |
| +1.3% |
