Over the latest trailing 12-month period, total return cagr is +7.53%. The comparable SPY value is +16.94%. Year-to-date total return is +10.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IMMR
$4,333
(0.4x return)
Invested on Nov 12, 1999
Growth of $10,000 in SPY (S&P 500)
$87,190
(8.7x return)
Invested on Nov 12, 1999
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
+10.7%
1-Year Total Return
+7.6%
Current Dividend Yield
3.71%
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 | +3.3% | +7.5% | +4.3% |
| 3 Years | +2.9% | +5.7% | +2.8% |
| 5 Years | +1.4% | +3.5% | +2.1% |
| 10 Years | (0.9%) | +0.1% | +1.1% |
| 15 Years | +1.1% | +1.9% | +0.7% |
| 20 Years |
| +0.1% |
| +0.7% |
| +0.5% |
