Over the latest trailing 12-month period, total return cagr is +19.04%. The comparable SPY value is +16.10%. Year-to-date total return is -17.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IDCC
$483,249
(48.3x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$194,133
(19.4x return)
Invested on Jul 29, 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
-17.4%
1-Year Total Return
+19.0%
Current Dividend Yield
1.07%
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 | +18.0% | +19.0% | +1.1% |
| 3 Years | +41.8% | +43.5% | +1.7% |
| 5 Years | +31.9% | +34.0% | +2.1% |
| 10 Years | +16.0% | +18.1% | +2.1% |
| 15 Years | +9.4% | +11.2% | +1.8% |
| 20 Years |
| +12.0% |
| +13.4% |
| +1.4% |
