Over the latest trailing 12-month period, total return cagr is -25.47%. The comparable SPY value is +16.94%. Year-to-date total return is -27.25%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NEPH
$34
(0.0x return)
Invested on Sep 21, 2004
Growth of $10,000 in SPY (S&P 500)
$104,617
(10.5x return)
Invested on Sep 21, 2004
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
-27.3%
1-Year Total Return
-25.6%
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 | (25.5%) | (25.5%) | N/A |
| 3 Years | +33.0% | +33.0% | N/A |
| 5 Years | (15.9%) | (15.9%) | N/A |
| 10 Years | +1.8% | +1.8% | N/A |
| 15 Years | (9.8%) | (9.8%) | N/A |
| 20 Years |
| (19.1%) |
| (19.1%) |
| N/A |
