Over the latest trailing 12-month period, total return cagr is -39.87%. The comparable SPY value is +16.26%. Year-to-date total return is -37.93%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MZTI
$72,936
(7.3x return)
Invested on Oct 4, 1996
Growth of $10,000 in SPY (S&P 500)
$185,372
(18.5x return)
Invested on Oct 4, 1996
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
-37.9%
1-Year Total Return
-39.8%
Current Dividend Yield
4.02%
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 | (41.7%) | (39.9%) | +1.8% |
| 3 Years | (15.1%) | (13.1%) | +2.0% |
| 5 Years | (10.1%) | (8.1%) | +2.0% |
| 10 Years | (2.8%) | (0.8%) | +1.9% |
| 15 Years | +3.3% | +5.3% | +2.0% |
| 20 Years |
| +4.1% |
| +6.3% |
| +2.2% |
