Over the latest trailing 12-month period, total return cagr is +20.48%. The comparable SPY value is +17.49%. Year-to-date total return is +40.93%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IRM
$370,203
(37.0x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+40.9%
1-Year Total Return
+20.5%
Current Dividend Yield
2.93%
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 | +16.6% | +20.5% | +3.9% |
| 3 Years | +22.3% | +26.3% | +4.0% |
| 5 Years | +19.6% | +24.4% | +4.7% |
| 10 Years | +12.2% | +18.3% | +6.1% |
| 15 Years | +9.0% | +14.7% | +5.7% |
| 20 Years |
| +7.5% |
| +11.8% |
| +4.3% |
