Over the latest trailing 12-month period, total return cagr is +26.83%. The comparable SPY value is +16.94%. Year-to-date total return is +29.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IOSP
$73,698
(7.4x return)
Invested on May 13, 1998
Growth of $10,000 in SPY (S&P 500)
$112,859
(11.3x return)
Invested on May 13, 1998
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
+29.1%
1-Year Total Return
+27.0%
Current Dividend Yield
1.83%
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 | +23.8% | +26.8% | +3.0% |
| 3 Years | (1.0%) | +0.8% | +1.8% |
| 5 Years | +2.6% | +4.2% | +1.6% |
| 10 Years | +4.8% | +6.3% | +1.5% |
| 15 Years | +9.7% | +11.1% | +1.3% |
| 20 Years |
| +9.8% |
| +10.9% |
| +1.1% |
