Over the latest trailing 12-month period, total return cagr is -29.16%. The comparable SPY value is +16.94%. Year-to-date total return is -22.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MCHX
$1,606
(0.2x return)
Invested on Mar 31, 2004
Growth of $10,000 in SPY (S&P 500)
$102,811
(10.3x return)
Invested on Mar 31, 2004
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
-22.9%
1-Year Total Return
-29.3%
Current Dividend Yield
N/A
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 | (29.2%) | (29.2%) | N/A |
| 3 Years | (0.8%) | (0.8%) | N/A |
| 5 Years | (15.8%) | (15.8%) | N/A |
| 10 Years | (6.8%) | (6.8%) | N/A |
| 15 Years | (12.1%) | (11.8%) | +0.3% |
| 20 Years |
| (11.7%) |
| (11.3%) |
| +0.5% |
