Over the latest trailing 12-month period, total return cagr is +42.43%. The comparable SPY value is +16.94%. Year-to-date total return is +25.33%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LSBK
$42,265
(4.2x return)
Invested on Apr 5, 2006
Growth of $10,000 in SPY (S&P 500)
$87,593
(8.8x return)
Invested on Apr 5, 2006
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
+25.3%
1-Year Total Return
+42.7%
Current Dividend Yield
1.92%
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 | +39.2% | +42.4% | +3.2% |
| 3 Years | +34.7% | +38.8% | +4.1% |
| 5 Years | +10.6% | +14.0% | +3.4% |
| 10 Years | +6.1% | +9.4% | +3.3% |
| 15 Years | +6.5% | +9.9% | +3.3% |
| 20 Years | +4.0% | +7.2% | +3.2% |
