Over the latest trailing 12-month period, total return cagr is +0.37%. The comparable SPY value is +17.49%. Year-to-date total return is +14.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CUBE
$57,127
(5.7x return)
Invested on Oct 22, 2004
Growth of $10,000 in SPY (S&P 500)
$100,023
(10.0x return)
Invested on Oct 22, 2004
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
+14.4%
1-Year Total Return
+0.4%
Current Dividend Yield
5.34%
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 | (5.0%) | +0.4% | +5.4% |
| 3 Years | (1.1%) | +3.9% | +5.0% |
| 5 Years | (5.8%) | (1.5%) | +4.3% |
| 10 Years | +3.8% | +8.3% | +4.5% |
| 15 Years | +9.7% | +14.0% | +4.3% |
| 20 Years |
| +3.4% |
| +7.5% |
| +4.1% |
