Over the latest trailing 12-month period, total return cagr is +14.85%. The comparable SPY value is +16.94%. Year-to-date total return is +12.33%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EOLS
$6,496
(0.6x return)
Invested on Feb 8, 2018
Growth of $10,000 in SPY (S&P 500)
$34,367
(3.4x return)
Invested on Feb 8, 2018
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
+12.3%
1-Year Total Return
+14.9%
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 | +14.8% | +14.8% | N/A |
| 3 Years | (4.5%) | (4.5%) | N/A |
| 5 Years | +0.5% | +0.5% | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
