Over the latest trailing 12-month period, total return cagr is +7.65%. The comparable SPY value is +16.94%. Year-to-date total return is +18.18%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ITIC
$386,016
(38.6x 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
+18.2%
1-Year Total Return
+7.7%
Current Dividend Yield
0.47%
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 | +7.1% | +7.7% | +0.6% |
| 3 Years | +26.7% | +31.0% | +4.3% |
| 5 Years | +9.6% | +12.7% | +3.1% |
| 10 Years | +11.5% | +15.9% | +4.4% |
| 15 Years | +15.4% | +18.6% | +3.2% |
| 20 Years |
| +9.7% |
| +12.2% |
| +2.5% |
