Over the latest trailing 12-month period, total return cagr is -54.20%. The comparable SPY value is +18.54%. Year-to-date total return is -42.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HUBS
$76,475
(7.6x return)
Invested on Oct 9, 2014
Growth of $10,000 in SPY (S&P 500)
$48,193
(4.8x return)
Invested on Oct 9, 2014
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
-42.6%
1-Year Total Return
-54.2%
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 | (54.2%) | (54.2%) | N/A |
| 3 Years | (24.6%) | (24.6%) | N/A |
| 5 Years | (19.5%) | (19.5%) | N/A |
| 10 Years | +15.7% | +15.7% | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
