Over the latest trailing 12-month period, total return cagr is -29.93%. The comparable SPY value is +19.37%. Year-to-date total return is -31.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IT
$59,651
(6.0x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
-31.6%
1-Year Total Return
-29.9%
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 | (29.9%) | (29.9%) | N/A |
| 3 Years | (21.3%) | (21.3%) | N/A |
| 5 Years | (11.2%) | (11.2%) | N/A |
| 10 Years | +6.7% | +6.7% | N/A |
| 15 Years | +11.2% | +11.2% | N/A |
| 20 Years |
| +12.7% |
| +12.7% |
| N/A |
