Over the latest trailing 12-month period, total return cagr is +34.74%. The comparable SPY value is +16.94%. Year-to-date total return is +20.38%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NECB
$47,596
(4.8x return)
Invested on Jul 6, 2006
Growth of $10,000 in SPY (S&P 500)
$91,001
(9.1x return)
Invested on Jul 6, 2006
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
+20.4%
1-Year Total Return
+34.9%
Current Dividend Yield
3.16%
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 | +31.3% | +34.7% | +3.5% |
| 3 Years | +21.0% | +25.0% | +4.0% |
| 5 Years | +19.6% | +23.4% | +3.8% |
| 10 Years | +17.4% | +19.9% | +2.5% |
| 15 Years | +12.8% | +15.2% | +2.4% |
| 20 Years |
| +5.9% |
| +8.0% |
| +2.1% |
