Over the latest trailing 12-month period, total return cagr is -4.20%. The comparable SPY value is +23.65%. Year-to-date total return is -14.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EXE
$27,525
(2.8x return)
Invested on Feb 11, 2021
Growth of $10,000 in SPY (S&P 500)
$21,522
(2.2x return)
Invested on Feb 11, 2021
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
-14.9%
1-Year Total Return
-4.2%
Current Dividend Yield
3.44%
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 | (7.2%) | (4.2%) | +3.0% |
| 3 Years | +2.2% | +5.2% | +2.9% |
| 5 Years | +11.0% | +16.3% | +5.3% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
