Over the latest trailing 12-month period, total return cagr is +21.25%. The comparable SPY value is +16.94%. Year-to-date total return is +11.61%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FCCO
$43,712
(4.4x return)
Invested on Jul 7, 1998
Growth of $10,000 in SPY (S&P 500)
$108,394
(10.8x return)
Invested on Jul 7, 1998
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
+11.6%
1-Year Total Return
+21.4%
Current Dividend Yield
2.00%
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 | +18.7% | +21.3% | +2.6% |
| 3 Years | +22.6% | +25.7% | +3.2% |
| 5 Years | +10.0% | +12.9% | +2.9% |
| 10 Years | +7.7% | +10.3% | +2.7% |
| 15 Years | +12.7% | +15.4% | +2.7% |
| 20 Years |
| +3.2% |
| +5.7% |
| +2.5% |
