Over the latest trailing 12-month period, total return cagr is +39.14%. The comparable SPY value is +22.66%. Year-to-date total return is +48.73%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IRM
$420,196
(42.0x return)
Invested on Aug 7, 1996
Growth of $10,000 in SPY (S&P 500)
$194,377
(19.4x return)
Invested on Aug 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
+48.7%
1-Year Total Return
+39.4%
Current Dividend Yield
2.78%
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 | +34.6% | +39.1% | +4.5% |
| 3 Years | +25.8% | +30.0% | +4.1% |
| 5 Years | +21.5% | +26.3% | +4.8% |
| 10 Years | +12.7% | +19.0% | +6.3% |
| 15 Years | +10.1% | +15.8% | +5.7% |
| 20 Years | +8.2% | +12.5% | +4.3% |
