Over the latest trailing 12-month period, total return cagr is +57.75%. The comparable SPY value is +16.94%. Year-to-date total return is -17.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NERV
$686
(0.1x return)
Invested on Jul 1, 2014
Growth of $10,000 in SPY (S&P 500)
$48,233
(4.8x return)
Invested on Jul 1, 2014
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
-17.4%
1-Year Total Return
+58.1%
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 | +57.8% | +57.8% | N/A |
| 3 Years | (18.9%) | (18.9%) | N/A |
| 5 Years | (22.1%) | (22.1%) | N/A |
| 10 Years | (29.8%) | (29.8%) | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
