Over the latest trailing 12-month period, total return cagr is -1.61%. The comparable SPY value is +16.94%. Year-to-date total return is +6.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MARPS
$42,641
(4.3x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 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
+6.4%
1-Year Total Return
+4.1%
Current Dividend Yield
8.20%
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 | (3.0%) | (1.6%) | +1.4% |
| 3 Years | (6.1%) | +1.6% | +7.7% |
| 5 Years | (7.5%) | +0.7% | +8.2% |
| 10 Years | +3.1% | +12.6% | +9.5% |
| 15 Years | (10.2%) | (2.4%) | +7.8% |
| 20 Years |
| (8.1%) |
| (0.0%) |
| +8.1% |
