Over the latest trailing 12-month period, total return cagr is +20.50%. The comparable SPY value is +16.94%. Year-to-date total return is +26.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IMKTA
$142,239
(14.2x 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
+26.9%
1-Year Total Return
+20.6%
Current Dividend Yield
0.76%
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 | +19.5% | +20.5% | +1.0% |
| 3 Years | +2.7% | +3.6% | +0.9% |
| 5 Years | +5.0% | +5.9% | +0.9% |
| 10 Years | +8.1% | +9.5% | +1.4% |
| 15 Years | +12.8% | +15.0% | +2.2% |
| 20 Years |
| +5.9% |
| +8.5% |
| +2.6% |
