Over the latest trailing 12-month period, total return cagr is +14.19%. The comparable SPY value is +16.94%. Year-to-date total return is +10.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OPBK
$19,215
(1.9x return)
Invested on Aug 8, 2005
Growth of $10,000 in SPY (S&P 500)
$92,859
(9.3x return)
Invested on Aug 8, 2005
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
+10.6%
1-Year Total Return
+14.3%
Current Dividend Yield
3.41%
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 | +10.2% | +14.2% | +4.0% |
| 3 Years | +19.2% | +24.0% | +4.8% |
| 5 Years | +8.1% | +12.5% | +4.4% |
| 10 Years | +9.5% | +12.6% | +3.1% |
| 15 Years | +14.3% | +16.5% | +2.2% |
| 20 Years | +0.5% | +1.9% | +1.4% |
