Over the latest trailing 12-month period, total return cagr is +41.75%. The comparable SPY value is +16.94%. Year-to-date total return is +28.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FVCB
$29,457
(2.9x return)
Invested on Nov 7, 2013
Growth of $10,000 in SPY (S&P 500)
$53,582
(5.4x return)
Invested on Nov 7, 2013
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
+28.8%
1-Year Total Return
+42.0%
Current Dividend Yield
1.47%
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 | +39.4% | +41.8% | +2.4% |
| 3 Years | +15.7% | +16.5% | +0.8% |
| 5 Years | +1.9% | +2.3% | +0.4% |
| 10 Years | +5.0% | +5.2% | +0.2% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
