Over the latest trailing 12-month period, total return cagr is +22.09%. The comparable SPY value is +17.76%. Year-to-date total return is +21.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CRI
$42,538
(4.3x return)
Invested on Oct 24, 2003
Growth of $10,000 in SPY (S&P 500)
$106,560
(10.7x return)
Invested on Oct 24, 2003
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
+21.1%
1-Year Total Return
+22.1%
Current Dividend Yield
2.58%
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 | +18.3% | +22.1% | +3.8% |
| 3 Years | (19.8%) | (16.3%) | +3.5% |
| 5 Years | (17.2%) | (13.8%) | +3.3% |
| 10 Years | (10.0%) | (7.5%) | +2.5% |
| 15 Years | +1.0% | +3.0% | +2.0% |
| 20 Years |
| +2.0% |
| +3.5% |
| +1.5% |
