Over the latest trailing 12-month period, total return cagr is +24.80%. The comparable SPY value is +16.94%. Year-to-date total return is +23.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MNSB
$22,747
(2.3x return)
Invested on Sep 6, 2005
Growth of $10,000 in SPY (S&P 500)
$92,378
(9.2x return)
Invested on Sep 6, 2005
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
+23.7%
1-Year Total Return
+24.9%
Current Dividend Yield
1.60%
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 | +22.5% | +24.8% | +2.3% |
| 3 Years | +7.1% | +9.3% | +2.3% |
| 5 Years | +0.5% | +2.2% | +1.7% |
| 10 Years | +7.6% | +8.5% | +0.9% |
| 15 Years | +11.3% | +11.9% | +0.6% |
| 20 Years |
| +3.6% |
| +4.0% |
| +0.4% |
