Over the latest trailing 12-month period, total return cagr is -29.28%. The comparable SPY value is +16.94%. Year-to-date total return is -10.06%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ELTK
$2,802
(0.3x return)
Invested on Jan 22, 1997
Growth of $10,000 in SPY (S&P 500)
$165,887
(16.6x return)
Invested on Jan 22, 1997
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
-10.1%
1-Year Total Return
-29.4%
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 | (29.3%) | (29.3%) | N/A |
| 3 Years | (8.9%) | (7.7%) | +1.2% |
| 5 Years | +6.3% | +8.0% | +1.7% |
| 10 Years | +4.5% | +5.3% | +0.8% |
| 15 Years | +3.3% | +3.9% | +0.5% |
| 20 Years |
| (4.8%) |
| (4.5%) |
| +0.4% |
