Over the latest trailing 12-month period, total return cagr is +8.63%. The comparable SPY value is +16.94%. Year-to-date total return is +9.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FRME
$64,934
(6.5x 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
+9.1%
1-Year Total Return
+8.7%
Current Dividend Yield
3.67%
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 | +4.7% | +8.6% | +3.9% |
| 3 Years | +12.3% | +16.6% | +4.3% |
| 5 Years | (1.4%) | +2.3% | +3.7% |
| 10 Years | +4.0% | +7.2% | +3.2% |
| 15 Years | +12.2% | +15.0% | +2.8% |
| 20 Years |
| +2.5% |
| +5.3% |
| +2.7% |
