Over the latest trailing 12-month period, total return cagr is +4.32%. The comparable SPY value is +19.98%. Year-to-date total return is +0.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MSCI
$263,022
(26.3x return)
Invested on Nov 15, 2007
Growth of $10,000 in SPY (S&P 500)
$75,469
(7.5x return)
Invested on Nov 15, 2007
Hypothetical Growth of $10,000
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.
tgmcharts.com
Recent Performance Indicators
YTD Total Return
+1.0%
1-Year Total Return
+4.3%
Current Dividend Yield
1.39%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
