Over the latest trailing 12-month period, total return cagr is -38.00%. The comparable SPY value is +16.94%. Year-to-date total return is -45.71%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JRVR
$2,265
(0.2x return)
Invested on Dec 12, 2014
Growth of $10,000 in SPY (S&P 500)
$47,817
(4.8x return)
Invested on Dec 12, 2014
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
-45.7%
1-Year Total Return
-38.1%
Current Dividend Yield
1.17%
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 | (38.5%) | (38.0%) | +0.5% |
| 3 Years | (38.9%) | (38.0%) | +0.8% |
| 5 Years | (38.2%) | (37.4%) | +0.9% |
| 10 Years | (21.0%) | (18.8%) | +2.1% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
