Over the latest trailing 12-month period, total return cagr is +24.78%. The comparable SPY value is +16.94%. Year-to-date total return is +11.85%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MCHB
$20,265
(2.0x return)
Invested on Oct 16, 1997
Growth of $10,000 in SPY (S&P 500)
$146,255
(14.6x return)
Invested on Oct 16, 1997
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
+11.8%
1-Year Total Return
+24.9%
Current Dividend Yield
10.43%
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 | +12.3% | +24.8% | +12.5% |
| 3 Years | +28.4% | +33.7% | +5.4% |
| 5 Years | (18.7%) | (15.3%) | +3.4% |
| 10 Years | (5.2%) | (2.9%) | +2.3% |
| 15 Years | +1.7% | +3.9% | +2.1% |
| 20 Years |
| (1.4%) |
| +0.4% |
| +1.7% |
