Over the latest trailing 12-month period, total return cagr is -5.31%. The comparable SPY value is +16.94%. Year-to-date total return is -1.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NTIC
$41,298
(4.1x 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
-1.6%
1-Year Total Return
+2.5%
Current Dividend Yield
0.26%
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 | (5.5%) | (5.3%) | +0.2% |
| 3 Years | (15.4%) | (14.3%) | +1.0% |
| 5 Years | (14.1%) | (12.7%) | +1.4% |
| 10 Years | +1.6% | +3.0% | +1.4% |
| 15 Years | +0.3% | +1.2% | +0.9% |
| 20 Years |
| +2.9% |
| +3.6% |
| +0.7% |
