Over the latest trailing 12-month period, total return cagr is -5.63%. The comparable SPY value is +23.21%. Year-to-date total return is -12.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MLM
$334,710
(33.5x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$191,261
(19.1x return)
Invested on Aug 5, 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
-12.7%
1-Year Total Return
-5.7%
Current Dividend Yield
0.61%
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 | (6.1%) | (5.6%) | +0.5% |
| 3 Years | +6.1% | +6.8% | +0.6% |
| 5 Years | +8.4% | +9.1% | +0.7% |
| 10 Years | +10.5% | +11.3% | +0.8% |
| 15 Years | +14.6% | +15.7% | +1.2% |
| 20 Years |
| +9.8% |
| +11.0% |
| +1.3% |
