Over the latest trailing 12-month period, total return cagr is +57.75%. The comparable SPY value is +16.94%. Year-to-date total return is +33.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DJCO
$228,575
(22.9x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+33.7%
1-Year Total Return
+58.1%
Current Dividend Yield
N/A
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 | +57.8% | +57.8% | N/A |
| 3 Years | +30.6% | +30.6% | N/A |
| 5 Years | +15.2% | +15.2% | N/A |
| 10 Years | +11.7% | +11.7% | N/A |
| 15 Years | +16.6% | +16.6% | N/A |
| 20 Years |
| +15.3% |
| +15.3% |
| N/A |
