Over the latest trailing 12-month period, total return cagr is -3.63%. The comparable SPY value is +17.49%. Year-to-date total return is +7.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in J
$311,692
(31.2x return)
Invested on Sep 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 11, 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
+8.0%
1-Year Total Return
-3.6%
Current Dividend Yield
0.99%
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 | (4.6%) | (3.6%) | +1.0% |
| 3 Years | +9.3% | +10.3% | +1.1% |
| 5 Years | +5.2% | +6.2% | +1.0% |
| 10 Years | +13.1% | +14.1% | +1.0% |
| 15 Years | +11.1% | +11.8% | +0.7% |
| 20 Years |
| +7.3% |
| +7.8% |
| +0.5% |
