Over the latest trailing 12-month period, total return cagr is -75.01%. The comparable SPY value is +16.94%. Year-to-date total return is -67.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NHTC
$2
(0.0x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
-67.3%
1-Year Total Return
-75.2%
Current Dividend Yield
40.41%
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 | (77.9%) | (75.0%) | +2.9% |
| 3 Years | (43.8%) | (35.7%) | +8.1% |
| 5 Years | (33.1%) | (23.4%) | +9.7% |
| 10 Years | (29.1%) | (20.8%) | +8.3% |
| 15 Years | +3.2% | +11.2% | +7.9% |
| 20 Years |
| (3.6%) |
| +1.9% |
| +5.5% |
