Over the latest trailing 12-month period, total return cagr is +47.94%. The comparable SPY value is +16.94%. Year-to-date total return is +30.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KRNY
$18,969
(1.9x return)
Invested on Feb 24, 2005
Growth of $10,000 in SPY (S&P 500)
$93,851
(9.4x return)
Invested on Feb 24, 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
+30.0%
1-Year Total Return
+48.2%
Current Dividend Yield
4.75%
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 | +40.0% | +47.9% | +7.9% |
| 3 Years | +9.6% | +16.7% | +7.1% |
| 5 Years | (6.3%) | (1.0%) | +5.3% |
| 10 Years | (3.8%) | +0.0% | +3.8% |
| 15 Years | +2.5% | +5.3% | +2.8% |
| 20 Years |
| (0.9%) |
| +1.6% |
| +2.5% |
