Over the latest trailing 12-month period, total return cagr is +5.44%. The comparable SPY value is +15.54%. Year-to-date total return is +3.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GNW
$5,108
(0.5x return)
Invested on May 25, 2004
Growth of $10,000 in SPY (S&P 500)
$102,199
(10.2x return)
Invested on May 25, 2004
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
+3.1%
1-Year Total Return
+5.4%
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 | +5.4% | +5.4% | N/A |
| 3 Years | +16.6% | +16.6% | N/A |
| 5 Years | +19.1% | +19.1% | N/A |
| 10 Years | +6.5% | +6.5% | N/A |
| 15 Years | +3.3% | +3.3% | N/A |
| 20 Years |
| (6.4%) |
| (6.2%) |
| +0.2% |
