Over the latest trailing 12-month period, total return cagr is -11.11%. The comparable SPY value is +16.94%. Year-to-date total return is -15.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GEG
$31
(0.0x return)
Invested on Jun 11, 1999
Growth of $10,000 in SPY (S&P 500)
$96,357
(9.6x return)
Invested on Jun 11, 1999
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
-15.7%
1-Year Total Return
-11.2%
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 | (11.1%) | (11.1%) | N/A |
| 3 Years | +2.3% | +2.3% | N/A |
| 5 Years | (0.4%) | (0.4%) | N/A |
| 10 Years | (7.5%) | (7.5%) | N/A |
| 15 Years | (28.1%) | (28.1%) | N/A |
| 20 Years |
| (22.4%) |
| (22.3%) |
| +0.2% |
