Over the latest trailing 12-month period, total return cagr is -31.22%. The comparable SPY value is +16.94%. Year-to-date total return is -18.27%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GECC
$2,538
(0.3x return)
Invested on Nov 4, 2016
Growth of $10,000 in SPY (S&P 500)
$41,854
(4.2x return)
Invested on Nov 4, 2016
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
-18.3%
1-Year Total Return
-31.3%
Current Dividend Yield
23.49%
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 | (43.5%) | (31.2%) | +12.3% |
| 3 Years | (17.3%) | (3.0%) | +14.4% |
| 5 Years | (24.9%) | (11.9%) | +12.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
