Over the latest trailing 12-month period, total return cagr is +6.17%. The comparable SPY value is +16.94%. Year-to-date total return is +14.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LFMDP
$16,695
(1.7x return)
Invested on Oct 5, 2021
Growth of $10,000 in SPY (S&P 500)
$19,131
(1.9x return)
Invested on Oct 5, 2021
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
+14.1%
1-Year Total Return
+6.2%
Current Dividend Yield
9.71%
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 | (3.5%) | +6.2% | +9.6% |
| 3 Years | +6.8% | +17.8% | +11.0% |
| 5 Years | (1.1%) | +10.8% | +11.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
