Over the latest trailing 12-month period, total return cagr is +11.69%. The comparable SPY value is +22.51%. Year-to-date total return is +1.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NAD
$40,109
(4.0x return)
Invested on May 26, 1999
Growth of $10,000 in SPY (S&P 500)
$96,518
(9.7x return)
Invested on May 26, 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
+1.9%
1-Year Total Return
+11.7%
Current Dividend Yield
7.24%
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 | +4.0% | +11.7% | +7.7% |
| 3 Years | +2.3% | +9.4% | +7.1% |
| 5 Years | (6.3%) | (0.6%) | +5.7% |
| 10 Years | (2.9%) | +2.5% | +5.4% |
| 15 Years | (0.8%) | +5.0% | +5.8% |
| 20 Years |
| (1.1%) |
| +4.9% |
| +6.0% |
