Over the latest trailing 12-month period, total return cagr is +22.81%. The comparable SPY value is +16.94%. Year-to-date total return is +34.98%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EPSN
$18,988
(1.9x return)
Invested on Nov 15, 2007
Growth of $10,000 in SPY (S&P 500)
$76,945
(7.7x return)
Invested on Nov 15, 2007
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
+35.0%
1-Year Total Return
+22.9%
Current Dividend Yield
4.13%
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 | +17.4% | +22.8% | +5.5% |
| 3 Years | +5.4% | +10.2% | +4.8% |
| 5 Years | +0.9% | +5.2% | +4.3% |
| 10 Years | +10.6% | +12.9% | +2.3% |
| 15 Years | +7.8% | +9.3% | +1.5% |
| 20 Years |
| N/A |
| N/A |
| N/A |
