Over the latest trailing 12-month period, total return cagr is +43.37%. The comparable SPY value is +16.94%. Year-to-date total return is +42.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CZFS
$256,342
(25.6x return)
Invested on Oct 9, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 9, 1996
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
+42.5%
1-Year Total Return
+43.6%
Current Dividend Yield
2.54%
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 | +39.1% | +43.4% | +4.2% |
| 3 Years | +21.0% | +25.2% | +4.2% |
| 5 Years | +5.7% | +9.2% | +3.4% |
| 10 Years | +6.0% | +9.4% | +3.4% |
| 15 Years | +7.5% | +11.2% | +3.7% |
| 20 Years |
| +7.3% |
| +11.2% |
| +3.9% |
