Over the latest trailing 12-month period, total return cagr is -11.67%. The comparable SPY value is +20.57%. Year-to-date total return is -9.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MKTX
$112,064
(11.2x return)
Invested on Nov 5, 2004
Growth of $10,000 in SPY (S&P 500)
$98,587
(9.9x return)
Invested on Nov 5, 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
-9.0%
1-Year Total Return
-11.7%
Current Dividend Yield
1.90%
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 | (13.4%) | (11.7%) | +1.7% |
| 3 Years | (12.7%) | (11.3%) | +1.4% |
| 5 Years | (19.6%) | (18.6%) | +1.1% |
| 10 Years | (0.2%) | +0.8% | +1.0% |
| 15 Years | +12.0% | +13.1% | +1.1% |
| 20 Years |
| +15.2% |
| +16.3% |
| +1.1% |
