Over the latest trailing 12-month period, total return cagr is +12.04%. The comparable SPY value is +16.94%. Year-to-date total return is +6.04%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IMPPP
$21,947
(2.2x return)
Invested on Dec 6, 2021
Growth of $10,000 in SPY (S&P 500)
$17,758
(1.8x return)
Invested on Dec 6, 2021
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
+6.0%
1-Year Total Return
+12.1%
Current Dividend Yield
8.45%
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 | +3.2% | +12.0% | +8.9% |
| 3 Years | +10.3% | +20.3% | +10.0% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
