Over the latest trailing 12-month period, total return cagr is +10.33%. The comparable SPY value is +16.26%. Year-to-date total return is +4.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GVA
$207,456
(20.7x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$185,372
(18.5x return)
Invested on Oct 7, 1996
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
+4.3%
1-Year Total Return
+10.3%
Current Dividend Yield
0.43%
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 | +9.9% | +10.3% | +0.5% |
| 3 Years | +47.4% | +48.3% | +0.9% |
| 5 Years | +24.3% | +25.5% | +1.2% |
| 10 Years | +9.2% | +10.6% | +1.4% |
| 15 Years | +13.2% | +14.7% | +1.5% |
| 20 Years |
| +3.9% |
| +5.4% |
| +1.5% |
