Over the latest trailing 12-month period, total return cagr is +46.09%. The comparable SPY value is +17.31%. Year-to-date total return is +6.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CX
$24,720
(2.5x return)
Invested on Sep 15, 1999
Growth of $10,000 in SPY (S&P 500)
$88,451
(8.8x return)
Invested on Sep 15, 1999
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
+6.7%
1-Year Total Return
+46.4%
Current Dividend Yield
0.81%
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 | +44.8% | +46.1% | +1.3% |
| 3 Years | +17.5% | +18.5% | +1.0% |
| 5 Years | +8.8% | +9.3% | +0.6% |
| 10 Years | +6.0% | +6.5% | +0.5% |
| 15 Years | +5.2% | +5.5% | +0.4% |
| 20 Years |
| (2.1%) |
| (1.6%) |
| +0.5% |
