Over the latest trailing 12-month period, total return cagr is +3.22%. The comparable SPY value is +16.94%. Year-to-date total return is +6.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IBOC
$272,163
(27.2x 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
+6.7%
1-Year Total Return
+3.2%
Current Dividend Yield
2.10%
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 | +1.2% | +3.2% | +2.0% |
| 3 Years | +16.9% | +20.0% | +3.0% |
| 5 Years | +9.6% | +12.6% | +2.9% |
| 10 Years | +8.7% | +11.6% | +2.9% |
| 15 Years | +10.7% | +13.4% | +2.7% |
| 20 Years |
| +4.8% |
| +7.4% |
| +2.7% |
