Over the latest trailing 12-month period, total return cagr is +20.89%. The comparable SPY value is +16.94%. Year-to-date total return is +29.50%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in INBK
$32,162
(3.2x return)
Invested on Dec 28, 2004
Growth of $10,000 in SPY (S&P 500)
$97,605
(9.8x return)
Invested on Dec 28, 2004
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
+29.5%
1-Year Total Return
+21.0%
Current Dividend Yield
0.89%
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 | +19.7% | +20.9% | +1.2% |
| 3 Years | +16.6% | +17.7% | +1.1% |
| 5 Years | (3.0%) | (2.1%) | +0.9% |
| 10 Years | +1.3% | +2.3% | +1.0% |
| 15 Years | +9.7% | +10.8% | +1.1% |
| 20 Years | +4.6% | +5.4% | +0.8% |
