Over the latest trailing 12-month period, total return cagr is -31.17%. The comparable SPY value is +16.94%. Year-to-date total return is -19.08%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MMLP
$7,016
(0.7x return)
Invested on Nov 1, 2002
Growth of $10,000 in SPY (S&P 500)
$128,850
(12.9x return)
Invested on Nov 1, 2002
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
-19.1%
1-Year Total Return
-31.3%
Current Dividend Yield
0.96%
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 | (31.7%) | (31.2%) | +0.5% |
| 3 Years | (5.4%) | (4.7%) | +0.6% |
| 5 Years | (9.1%) | (8.5%) | +0.6% |
| 10 Years | (20.2%) | (15.8%) | +4.4% |
| 15 Years | (16.5%) | (10.5%) | +6.0% |
| 20 Years |
| (12.8%) |
| (6.1%) |
| +6.8% |
