Over the latest trailing 12-month period, total return cagr is +20.50%. The comparable SPY value is +19.49%. Year-to-date total return is +13.71%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NTR
$17,020
(1.7x return)
Invested on Jan 2, 2018
Growth of $10,000 in SPY (S&P 500)
$31,064
(3.1x return)
Invested on Jan 2, 2018
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
+13.7%
1-Year Total Return
+20.5%
Current Dividend Yield
3.17%
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 | +16.4% | +20.5% | +4.1% |
| 3 Years | +0.1% | +4.0% | +3.9% |
| 5 Years | +3.1% | +6.6% | +3.5% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
