Over the latest trailing 12-month period, total return cagr is +82.66%. The comparable SPY value is +17.49%. Year-to-date total return is +124.39%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MEI
$33,573
(3.4x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+124.4%
1-Year Total Return
+82.6%
Current Dividend Yield
1.37%
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 | +78.3% | +82.7% | +4.4% |
| 3 Years | (13.5%) | (10.0%) | +3.4% |
| 5 Years | (19.4%) | (17.0%) | +2.4% |
| 10 Years | (8.2%) | (6.3%) | +1.9% |
| 15 Years | +4.4% | +6.5% | +2.1% |
| 20 Years |
| +3.0% |
| +5.2% |
| +2.2% |
