Over the latest trailing 12-month period, total return cagr is +17.21%. The comparable SPY value is +17.49%. Year-to-date total return is +9.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IDCC
$560,357
(56.0x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+9.6%
1-Year Total Return
+17.2%
Current Dividend Yield
0.81%
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% | +17.2% | +1.0% |
| 3 Years | +62.2% | +64.1% | +2.0% |
| 5 Years | +38.1% | +40.3% | +2.2% |
| 10 Years | +17.3% | +19.4% | +2.1% |
| 15 Years | +11.9% | +13.7% | +1.8% |
| 20 Years |
| +12.6% |
| +14.1% |
| +1.4% |
