Over the latest trailing 12-month period, total return cagr is +51.39%. The comparable SPY value is +16.94%. Year-to-date total return is +30.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FISI
$66,202
(6.6x return)
Invested on Jun 25, 1999
Growth of $10,000 in SPY (S&P 500)
$89,471
(8.9x return)
Invested on Jun 25, 1999
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
+30.6%
1-Year Total Return
+51.7%
Current Dividend Yield
3.20%
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 | +46.0% | +51.4% | +5.4% |
| 3 Years | +32.1% | +38.5% | +6.4% |
| 5 Years | +4.8% | +10.0% | +5.2% |
| 10 Years | +3.9% | +8.5% | +4.6% |
| 15 Years | +6.6% | +10.9% | +4.3% |
| 20 Years |
| +2.6% |
| +6.5% |
| +3.9% |
