Over the latest trailing 12-month period, total return cagr is +22.82%. The comparable SPY value is +17.49%. Year-to-date total return is -4.84%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NXT
$26,730
(2.7x return)
Invested on Feb 10, 2023
Growth of $10,000 in SPY (S&P 500)
$19,462
(1.9x return)
Invested on Feb 10, 2023
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
-4.8%
1-Year Total Return
+22.8%
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 | +22.8% | +22.8% | N/A |
| 3 Years | +24.7% | +24.7% | N/A |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
