Over the latest trailing 12-month period, total return cagr is +1.17%. The comparable SPY value is +17.49%. Year-to-date total return is -12.57%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EXE
$28,286
(2.8x return)
Invested on Feb 11, 2021
Growth of $10,000 in SPY (S&P 500)
$20,893
(2.1x 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
-12.6%
1-Year Total Return
+1.2%
Current Dividend Yield
2.43%
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 | (1.1%) | +1.2% | +2.2% |
| 3 Years | +2.8% | +5.7% | +2.9% |
| 5 Years | +9.8% | +14.9% | +5.2% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
