Over the latest trailing 12-month period, total return cagr is +36.08%. The comparable SPY value is +16.94%. Year-to-date total return is +21.44%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CZWI
$46,770
(4.7x return)
Invested on Mar 30, 2004
Growth of $10,000 in SPY (S&P 500)
$102,811
(10.3x return)
Invested on Mar 30, 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
+21.4%
1-Year Total Return
+36.3%
Current Dividend Yield
1.48%
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 | +34.0% | +36.1% | +2.1% |
| 3 Years | +31.9% | +34.8% | +2.9% |
| 5 Years | +9.0% | +11.3% | +2.3% |
| 10 Years | +6.7% | +8.7% | +2.0% |
| 15 Years | +10.2% | +11.7% | +1.6% |
| 20 Years |
| +3.8% |
| +5.3% |
| +1.5% |
