Over the latest trailing 12-month period, total return cagr is -82.72%. The comparable SPY value is +16.94%. Year-to-date total return is -62.27%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NXH
$3,483
(0.3x 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
-62.3%
1-Year Total Return
-82.9%
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 | (82.7%) | (82.7%) | N/A |
| 3 Years | (49.2%) | (49.2%) | N/A |
| 5 Years | (51.2%) | (51.2%) | N/A |
| 10 Years | (18.4%) | (17.1%) | +1.3% |
| 15 Years | (9.6%) | (8.5%) | +1.1% |
| 20 Years |
| (10.3%) |
| (9.5%) |
| +0.8% |