Over the latest trailing 12-month period, total return cagr is +38.40%. The comparable SPY value is +16.94%. Year-to-date total return is +23.54%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FSBC
$57,296
(5.7x return)
Invested on Aug 31, 2007
Growth of $10,000 in SPY (S&P 500)
$75,456
(7.5x return)
Invested on Aug 31, 2007
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
+23.5%
1-Year Total Return
+38.6%
Current Dividend Yield
2.19%
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 | +35.2% | +38.4% | +3.2% |
| 3 Years | +29.5% | +33.3% | +3.7% |
| 5 Years | +12.0% | +15.1% | +3.1% |
| 10 Years | +13.3% | +14.9% | +1.6% |
| 15 Years | +12.0% | +13.1% | +1.1% |
| 20 Years |
| N/A |
| N/A |
| N/A |
