Over the latest trailing 12-month period, total return cagr is +44.59%. The comparable SPY value is +17.49%. Year-to-date total return is +31.80%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GFS
$9,919
(1.0x return)
Invested on Oct 28, 2021
Growth of $10,000 in SPY (S&P 500)
$17,638
(1.8x return)
Invested on Oct 28, 2021
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
+31.8%
1-Year Total Return
+44.5%
Current Dividend Yield
0.26%
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 | +44.4% | +44.6% | +0.2% |
| 3 Years | (7.4%) | (7.4%) | +0.0% |
| 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 |
