Over the latest trailing 12-month period, total return cagr is +6.47%. The comparable SPY value is +16.94%. Year-to-date total return is -7.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HURN
$84,709
(8.5x return)
Invested on Oct 13, 2004
Growth of $10,000 in SPY (S&P 500)
$104,326
(10.4x return)
Invested on Oct 13, 2004
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
-7.4%
1-Year Total Return
+6.5%
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 | +6.5% | +6.5% | N/A |
| 3 Years | +16.7% | +16.7% | N/A |
| 5 Years | +26.0% | +26.0% | N/A |
| 10 Years | +10.6% | +10.6% | N/A |
| 15 Years | +11.6% | +11.6% | N/A |
| 20 Years | +7.0% | +7.0% | N/A |
