Over the latest trailing 12-month period, total return cagr is +20.00%. The comparable SPY value is +16.94%. Year-to-date total return is +13.00%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IBCP
$14,986
(1.5x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x 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
+13.0%
1-Year Total Return
+20.1%
Current Dividend Yield
3.06%
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 | +16.2% | +20.0% | +3.8% |
| 3 Years | +25.7% | +30.0% | +4.3% |
| 5 Years | +10.3% | +14.5% | +4.2% |
| 10 Years | +8.0% | +11.8% | +3.8% |
| 15 Years | +22.3% | +25.6% | +3.3% |
| 20 Years |
| (9.2%) |
| (6.8%) |
| +2.3% |
