Over the latest trailing 12-month period, total return cagr is -16.72%. The comparable SPY value is +16.94%. Year-to-date total return is -9.94%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MTEX
$514
(0.1x return)
Invested on Feb 16, 1999
Growth of $10,000 in SPY (S&P 500)
$102,150
(10.2x return)
Invested on Feb 16, 1999
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
-9.9%
1-Year Total Return
-16.8%
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 | (16.7%) | (16.7%) | N/A |
| 3 Years | (9.8%) | (9.8%) | N/A |
| 5 Years | (25.5%) | (24.6%) | +0.9% |
| 10 Years | (8.4%) | (5.6%) | +2.8% |
| 15 Years | +2.3% | +4.4% | +2.1% |
| 20 Years |
| (14.9%) |
| (13.1%) |
| +1.8% |
