Over the latest trailing 12-month period, total return cagr is +100.27%. The comparable SPY value is +16.94%. Year-to-date total return is +54.54%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GTX
$14,350
(1.4x return)
Invested on Sep 17, 2018
Growth of $10,000 in SPY (S&P 500)
$30,342
(3.0x return)
Invested on Sep 17, 2018
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
+54.5%
1-Year Total Return
+100.9%
Current Dividend Yield
1.20%
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 | +97.4% | +100.3% | +2.8% |
| 3 Years | +53.6% | +55.2% | +1.6% |
| 5 Years | +29.2% | +30.0% | +0.8% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
