Over the latest trailing 12-month period, total return cagr is +27.25%. The comparable SPY value is +16.94%. Year-to-date total return is +77.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JCSE
$345
(0.0x return)
Invested on Apr 22, 2022
Growth of $10,000 in SPY (S&P 500)
$19,859
(2.0x return)
Invested on Apr 22, 2022
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
+77.1%
1-Year Total Return
+27.4%
Current Dividend Yield
30.99%
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 | (2.7%) | +27.3% | +30.0% |
| 3 Years | +2.5% | +14.2% | +11.7% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
