Over the latest trailing 12-month period, total return cagr is +92.97%. The comparable SPY value is +16.94%. Year-to-date total return is +105.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JRSH
$10,025
(1.0x return)
Invested on May 4, 2018
Growth of $10,000 in SPY (S&P 500)
$32,321
(3.2x return)
Invested on May 4, 2018
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
+105.5%
1-Year Total Return
+93.6%
Current Dividend Yield
3.32%
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 | +82.8% | +93.0% | +10.2% |
| 3 Years | +26.1% | +33.8% | +7.7% |
| 5 Years | (3.6%) | +1.5% | +5.2% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
