Over the latest trailing 12-month period, total return cagr is +51.34%. The comparable SPY value is +17.49%. Year-to-date total return is +46.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GEV
$73,242
(7.3x return)
Invested on Mar 27, 2024
Growth of $10,000 in SPY (S&P 500)
$14,999
(1.5x return)
Invested on Mar 27, 2024
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
+46.7%
1-Year Total Return
+51.3%
Current Dividend Yield
0.18%
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 | +51.0% | +51.3% | +0.3% |
| 3 Years | N/A | N/A | N/A |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
