Over the latest trailing 12-month period, total return cagr is +15.08%. The comparable SPY value is +19.37%. Year-to-date total return is +1.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CRI
$35,712
(3.6x return)
Invested on Oct 24, 2003
Growth of $10,000 in SPY (S&P 500)
$109,739
(11.0x 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
+1.7%
1-Year Total Return
+15.1%
Current Dividend Yield
3.10%
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 | +11.7% | +15.1% | +3.4% |
| 3 Years | (21.1%) | (17.8%) | +3.3% |
| 5 Years | (19.9%) | (16.6%) | +3.3% |
| 10 Years | (10.4%) | (7.9%) | +2.5% |
| 15 Years | +0.5% | +2.6% | +2.1% |
| 20 Years |
| +1.6% |
| +3.1% |
| +1.6% |
