Over the latest trailing 12-month period, total return cagr is +26.43%. The comparable SPY value is +19.98%. Year-to-date total return is +20.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IWM
$90,596
(9.1x return)
Invested on May 26, 2000
Growth of $10,000 in SPY (S&P 500)
$84,439
(8.4x return)
Invested on May 26, 2000
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
+20.8%
1-Year Total Return
+26.4%
Current Dividend Yield
0.90%
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 | +25.1% | +26.4% | +1.3% |
| 3 Years | +15.7% | +17.1% | +1.4% |
| 5 Years | +5.4% | +6.7% | +1.3% |
| 10 Years | +9.0% | +10.4% | +1.4% |
| 15 Years | +10.3% | +11.8% | +1.5% |
| 20 Years |
| +7.3% |
| +8.8% |
| +1.4% |
