Over the latest trailing 12-month period, total return cagr is -21.52%. The comparable SPY value is +16.94%. Year-to-date total return is -16.61%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MDRR
$993
(0.1x return)
Invested on Nov 28, 2018
Growth of $10,000 in SPY (S&P 500)
$32,388
(3.2x return)
Invested on Nov 28, 2018
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
-16.6%
1-Year Total Return
-21.6%
Current Dividend Yield
2.66%
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 | (23.3%) | (21.5%) | +1.7% |
| 3 Years | (1.4%) | +0.5% | +1.8% |
| 5 Years | (12.1%) | (9.1%) | +3.0% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
