Over the latest trailing 12-month period, total return cagr is -5.93%. The comparable SPY value is +15.54%. Year-to-date total return is +2.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IGV
$105,127
(10.5x return)
Invested on Jul 13, 2001
Growth of $10,000 in SPY (S&P 500)
$99,709
(10.0x return)
Invested on Jul 13, 2001
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
+2.4%
1-Year Total Return
-5.9%
Current Dividend Yield
0.02%
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 | (6.0%) | (5.9%) | +0.0% |
| 3 Years | +16.6% | +16.6% | N/A |
| 5 Years | +6.0% | +6.0% | +0.0% |
| 10 Years | +16.9% | +16.9% | +0.0% |
| 15 Years | +16.9% | +17.0% | +0.1% |
| 20 Years |
| +13.5% |
| +13.6% |
| +0.1% |
