Over the latest trailing 12-month period, total return cagr is +22.92%. The comparable SPY value is +16.94%. Year-to-date total return is +16.22%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MLKN
$29,917
(3.0x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+16.2%
1-Year Total Return
+23.1%
Current Dividend Yield
3.57%
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 | +18.1% | +22.9% | +4.9% |
| 3 Years | (4.3%) | (1.0%) | +3.3% |
| 5 Years | (11.4%) | (8.4%) | +3.0% |
| 10 Years | (3.1%) | (0.6%) | +2.5% |
| 15 Years | +0.4% | +2.7% | +2.3% |
| 20 Years |
| (2.6%) |
| (0.7%) |
| +1.9% |
