Over the latest trailing 12-month period, total return cagr is -25.48%. The comparable SPY value is +20.57%. Year-to-date total return is -26.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HESAY
$134,732
(13.5x return)
Invested on Aug 28, 2009
Growth of $10,000 in SPY (S&P 500)
$100,697
(10.1x return)
Invested on Aug 28, 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
-26.0%
1-Year Total Return
-25.5%
Current Dividend Yield
1.16%
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 | (26.2%) | (25.5%) | +0.8% |
| 3 Years | (3.9%) | (2.9%) | +1.0% |
| 5 Years | +4.4% | +5.4% | +1.0% |
| 10 Years | +15.4% | +16.4% | +0.9% |
| 15 Years | +11.2% | +12.4% | +1.2% |
| 20 Years |
| N/A |
| N/A |
| N/A |
