Over the latest trailing 12-month period, total return cagr is +10.95%. The comparable SPY value is +16.94%. Year-to-date total return is +10.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MGYR
$23,735
(2.4x return)
Invested on Jan 24, 2006
Growth of $10,000 in SPY (S&P 500)
$89,442
(8.9x return)
Invested on Jan 24, 2006
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
+10.3%
1-Year Total Return
+11.0%
Current Dividend Yield
1.99%
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 | +8.7% | +10.9% | +2.3% |
| 3 Years | +25.2% | +27.9% | +2.7% |
| 5 Years | +10.1% | +12.3% | +2.2% |
| 10 Years | +8.4% | +9.4% | +1.1% |
| 15 Years | +13.7% | +14.5% | +0.8% |
| 20 Years |
| +2.7% |
| +3.2% |
| +0.5% |
