Over the latest trailing 12-month period, total return cagr is +14.59%. The comparable SPY value is +16.94%. Year-to-date total return is +20.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GCMG
$17,219
(1.7x return)
Invested on Feb 5, 2019
Growth of $10,000 in SPY (S&P 500)
$31,812
(3.2x return)
Invested on Feb 5, 2019
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
+20.0%
1-Year Total Return
+14.7%
Current Dividend Yield
3.64%
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 | +10.0% | +14.6% | +4.6% |
| 3 Years | +19.7% | +24.7% | +5.0% |
| 5 Years | +3.2% | +7.9% | +4.7% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
