Over the latest trailing 12-month period, total return cagr is +26.76%. The comparable SPY value is +23.65%. Year-to-date total return is +13.20%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MOH
$147,337
(14.7x return)
Invested on Jul 2, 2003
Growth of $10,000 in SPY (S&P 500)
$118,146
(11.8x 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
+13.2%
1-Year Total Return
+26.7%
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 | +26.8% | +26.8% | N/A |
| 3 Years | (14.2%) | (14.2%) | N/A |
| 5 Years | (5.8%) | (5.8%) | N/A |
| 10 Years | +12.8% | +12.8% | N/A |
| 15 Years | +17.2% | +17.2% | N/A |
| 20 Years | +11.2% | +11.2% | N/A |
