Over the latest trailing 12-month period, total return cagr is +26.23%. The comparable SPY value is +19.98%. Year-to-date total return is +9.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MAR
$570,713
(57.1x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+9.1%
1-Year Total Return
+26.2%
Current Dividend Yield
0.81%
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 | +25.2% | +26.2% | +1.0% |
| 3 Years | +17.8% | +18.9% | +1.1% |
| 5 Years | +20.4% | +21.4% | +1.0% |
| 10 Years | +16.8% | +17.9% | +1.1% |
| 15 Years | +18.7% | +19.9% | +1.3% |
| 20 Years |
| +12.0% |
| +13.1% |
| +1.1% |
