Over the latest trailing 12-month period, total return cagr is +3.77%. The comparable SPY value is +16.10%. Year-to-date total return is +14.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CRC
$7,048
(0.7x return)
Invested on Nov 13, 2014
Growth of $10,000 in SPY (S&P 500)
$43,486
(4.3x return)
Invested on Nov 13, 2014
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
+14.7%
1-Year Total Return
+3.8%
Current Dividend Yield
3.17%
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 | +0.7% | +3.8% | +3.0% |
| 3 Years | (1.3%) | +1.6% | +2.8% |
| 5 Years | +12.3% | +15.0% | +2.8% |
| 10 Years | +17.3% | +18.7% | +1.4% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
