Over the latest trailing 12-month period, total return cagr is +106.50%. The comparable SPY value is +16.94%. Year-to-date total return is +61.54%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MSBI
$23,987
(2.4x return)
Invested on May 24, 2016
Growth of $10,000 in SPY (S&P 500)
$43,622
(4.4x return)
Invested on May 24, 2016
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
+61.5%
1-Year Total Return
+107.2%
Current Dividend Yield
3.89%
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 | +95.5% | +106.5% | +11.0% |
| 3 Years | +16.5% | +23.4% | +6.8% |
| 5 Years | +5.0% | +10.7% | +5.7% |
| 10 Years | +2.4% | +7.2% | +4.8% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
