Over the latest trailing 12-month period, total return cagr is -5.07%. The comparable SPY value is +16.94%. Year-to-date total return is +8.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MBINN
$11,146
(1.1x return)
Invested on Mar 16, 2021
Growth of $10,000 in SPY (S&P 500)
$21,412
(2.1x return)
Invested on Mar 16, 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
+8.1%
1-Year Total Return
-5.1%
Current Dividend Yield
7.92%
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 | (11.9%) | (5.1%) | +6.9% |
| 3 Years | +4.0% | +11.8% | +7.8% |
| 5 Years | (6.4%) | +0.5% | +7.0% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
