Over the latest trailing 12-month period, total return cagr is -56.52%. The comparable SPY value is +16.94%. Year-to-date total return is -49.37%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ERII
$6,948
(0.7x return)
Invested on Jul 2, 2008
Growth of $10,000 in SPY (S&P 500)
$86,428
(8.6x return)
Invested on Jul 2, 2008
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
-49.4%
1-Year Total Return
-56.7%
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 | (56.5%) | (56.5%) | N/A |
| 3 Years | (30.2%) | (30.2%) | N/A |
| 5 Years | (18.9%) | (18.9%) | N/A |
| 10 Years | (8.1%) | (8.1%) | N/A |
| 15 Years | +5.6% | +5.6% | N/A |
| 20 Years | N/A | N/A | N/A |
