Over the latest trailing 12-month period, total return cagr is +7.54%. The comparable SPY value is +22.51%. Year-to-date total return is +0.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CPT
$185,632
(18.6x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 12, 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
+0.5%
1-Year Total Return
+7.5%
Current Dividend Yield
3.89%
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 | +3.4% | +7.5% | +4.2% |
| 3 Years | +0.2% | +4.1% | +3.9% |
| 5 Years | (5.7%) | (2.4%) | +3.3% |
| 10 Years | +2.3% | +5.8% | +3.5% |
| 15 Years | +3.6% | +7.2% | +3.7% |
| 20 Years |
| +2.0% |
| +6.0% |
| +4.1% |
