Over the latest trailing 12-month period, total return cagr is -43.68%. The comparable SPY value is +16.94%. Year-to-date total return is -13.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OFS
$14,027
(1.4x return)
Invested on Nov 8, 2012
Growth of $10,000 in SPY (S&P 500)
$71,362
(7.1x return)
Invested on Nov 8, 2012
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
-13.1%
1-Year Total Return
-43.8%
Current Dividend Yield
16.09%
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 | (53.2%) | (43.7%) | +9.5% |
| 3 Years | (31.3%) | (19.4%) | +11.9% |
| 5 Years | (19.4%) | (7.2%) | +12.2% |
| 10 Years | (12.7%) | (0.2%) | +12.5% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
