Over the latest trailing 12-month period, total return cagr is +6.78%. The comparable SPY value is +16.94%. Year-to-date total return is -0.37%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IGIC
$31,317
(3.1x return)
Invested on Apr 10, 2018
Growth of $10,000 in SPY (S&P 500)
$32,797
(3.3x return)
Invested on Apr 10, 2018
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
-0.4%
1-Year Total Return
+6.8%
Current Dividend Yield
1.01%
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 | +5.7% | +6.8% | +1.0% |
| 3 Years | +30.5% | +33.0% | +2.5% |
| 5 Years | +23.6% | +27.1% | +3.5% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
