Over the latest trailing 12-month period, total return cagr is +24.36%. The comparable SPY value is +16.94%. Year-to-date total return is +37.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IPAR
$778,517
(77.9x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 1996
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
+37.4%
1-Year Total Return
+24.5%
Current Dividend Yield
2.81%
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 | +20.3% | +24.4% | +4.1% |
| 3 Years | (4.7%) | (2.1%) | +2.6% |
| 5 Years | +7.8% | +10.5% | +2.7% |
| 10 Years | +13.2% | +15.4% | +2.2% |
| 15 Years | +14.3% | +16.6% | +2.3% |
| 20 Years | +11.7% | +13.7% | +2.1% |
