Over the latest trailing 12-month period, total return cagr is +121.51%. The comparable SPY value is +16.26%. Year-to-date total return is +66.25%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NOK
$80,439
(8.0x return)
Invested on Oct 2, 1996
Growth of $10,000 in SPY (S&P 500)
$185,372
(18.5x return)
Invested on Oct 2, 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
+66.3%
1-Year Total Return
+121.4%
Current Dividend Yield
1.54%
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 | +117.3% | +121.5% | +4.2% |
| 3 Years | +41.8% | +46.1% | +4.4% |
| 5 Years | +14.2% | +17.1% | +2.9% |
| 10 Years | +6.2% | +8.5% | +2.3% |
| 15 Years | +4.3% | +7.3% | +3.0% |
| 20 Years | (3.0%) | +0.1% | +3.1% |
