Over the latest trailing 12-month period, total return cagr is -11.78%. The comparable SPY value is +16.94%. Year-to-date total return is -4.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GSM
$7,407
(0.7x return)
Invested on Jul 30, 2009
Growth of $10,000 in SPY (S&P 500)
$104,487
(10.4x return)
Invested on Jul 30, 2009
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
-4.5%
1-Year Total Return
-11.8%
Current Dividend Yield
1.35%
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 | (13.0%) | (11.8%) | +1.3% |
| 3 Years | (3.7%) | (2.5%) | +1.2% |
| 5 Years | (12.7%) | (12.1%) | +0.6% |
| 10 Years | (6.7%) | (6.1%) | +0.6% |
| 15 Years | (8.0%) | (6.9%) | +1.1% |
| 20 Years |
| N/A |
| N/A |
| N/A |
