Over the latest trailing 12-month period, total return cagr is +115.43%. The comparable SPY value is +22.80%. Year-to-date total return is +16.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in M
$31,831
(3.2x return)
Invested on Aug 7, 1996
Growth of $10,000 in SPY (S&P 500)
$193,689
(19.4x return)
Invested on Aug 7, 1996
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
+16.1%
1-Year Total Return
+115.3%
Current Dividend Yield
2.98%
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 | +107.6% | +115.4% | +7.8% |
| 3 Years | +15.5% | +20.5% | +5.1% |
| 5 Years | +6.3% | +10.4% | +4.2% |
| 10 Years | (3.0%) | +1.4% | +4.4% |
| 15 Years | +0.3% | +3.4% | +3.2% |
| 20 Years |
| (1.6%) |
| +1.6% |
| +3.2% |
