Over the latest trailing 12-month period, total return cagr is -34.23%. The comparable SPY value is +16.94%. Year-to-date total return is -38.80%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in INVE
$123
(0.0x return)
Invested on Oct 7, 1997
Growth of $10,000 in SPY (S&P 500)
$131,763
(13.2x return)
Invested on Oct 7, 1997
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
-38.8%
1-Year Total Return
-34.4%
Current Dividend Yield
N/A
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 | (34.2%) | (34.2%) | N/A |
| 3 Years | (33.4%) | (33.4%) | N/A |
| 5 Years | (34.6%) | (34.6%) | N/A |
| 10 Years | +0.5% | +0.5% | N/A |
| 15 Years | (13.2%) | (13.2%) | N/A |
| 20 Years |
| (12.6%) |
| (12.6%) |
| N/A |
