Over the latest trailing 12-month period, total return cagr is -63.83%. The comparable SPY value is +16.94%. Year-to-date total return is +22.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FWDI
$1,081
(0.1x 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
+22.7%
1-Year Total Return
-64.0%
Current Dividend Yield
N/A
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 | (63.8%) | (63.8%) | N/A |
| 3 Years | +2.6% | +2.6% | N/A |
| 5 Years | (18.3%) | (18.3%) | N/A |
| 10 Years | (11.8%) | (11.8%) | N/A |
| 15 Years | (10.1%) | (10.1%) | N/A |
| 20 Years |
| (12.0%) |
| (12.0%) |
| N/A |
