Over the latest trailing 12-month period, total return cagr is +8.39%. The comparable SPY value is +17.49%. Year-to-date total return is +17.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MOH
$153,172
(15.3x return)
Invested on Jul 2, 2003
Growth of $10,000 in SPY (S&P 500)
$115,245
(11.5x return)
Invested on Jul 2, 2003
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
+17.7%
1-Year Total Return
+8.4%
Current Dividend Yield
N/A
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 | +8.4% | +8.4% | N/A |
| 3 Years | (14.1%) | (14.1%) | N/A |
| 5 Years | (4.1%) | (4.1%) | N/A |
| 10 Years | +13.8% | +13.8% | N/A |
| 15 Years | +17.9% | +17.9% | N/A |
| 20 Years | +11.2% | +11.2% | N/A |
