Over the latest trailing 12-month period, total return cagr is +46.39%. The comparable SPY value is +16.94%. Year-to-date total return is +23.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KFFB
$13,089
(1.3x return)
Invested on Mar 3, 2005
Growth of $10,000 in SPY (S&P 500)
$93,851
(9.4x return)
Invested on Mar 3, 2005
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
+23.0%
1-Year Total Return
+46.7%
Current Dividend Yield
0.88%
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 | +45.1% | +46.4% | +1.3% |
| 3 Years | +5.9% | +7.0% | +1.1% |
| 5 Years | (4.3%) | (1.5%) | +2.9% |
| 10 Years | (3.9%) | +0.1% | +4.0% |
| 15 Years | (1.2%) | +3.2% | +4.3% |
| 20 Years |
| (2.9%) |
| +1.4% |
| +4.3% |
