Over the latest trailing 12-month period, total return cagr is +54.98%. The comparable SPY value is +16.94%. Year-to-date total return is +44.79%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ESCA
$321,714
(32.2x 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
+44.8%
1-Year Total Return
+55.3%
Current Dividend Yield
3.18%
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 | +49.0% | +55.0% | +6.0% |
| 3 Years | +6.2% | +10.3% | +4.1% |
| 5 Years | +0.2% | +4.4% | +4.2% |
| 10 Years | +4.4% | +8.6% | +4.2% |
| 15 Years | +9.3% | +13.7% | +4.4% |
| 20 Years |
| +3.2% |
| +6.9% |
| +3.7% |
