Over the latest trailing 12-month period, total return cagr is -14.58%. The comparable SPY value is +17.49%. Year-to-date total return is -7.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KNSL
$204,295
(20.4x return)
Invested on Jul 28, 2016
Growth of $10,000 in SPY (S&P 500)
$41,303
(4.1x return)
Invested on Jul 28, 2016
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
-7.1%
1-Year Total Return
-14.6%
Current Dividend Yield
0.18%
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 | (14.8%) | (14.6%) | +0.2% |
| 3 Years | (4.0%) | (3.8%) | +0.2% |
| 5 Years | +17.0% | +17.2% | +0.2% |
| 10 Years | +33.0% | +33.4% | +0.4% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
