Over the latest trailing 12-month period, total return cagr is +323.68%. The comparable SPY value is +16.94%. Year-to-date total return is +178.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ORKA
$0
(0.0x return)
Invested on Aug 8, 1997
Growth of $10,000 in SPY (S&P 500)
$137,858
(13.8x return)
Invested on Aug 8, 1997
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
+178.4%
1-Year Total Return
+326.6%
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 | +323.4% | +323.7% | +0.2% |
| 3 Years | +50.8% | +78.0% | +27.2% |
| 5 Years | +20.1% | +32.8% | +12.6% |
| 10 Years | (18.1%) | (13.9%) | +4.2% |
| 15 Years | (27.3%) | (24.8%) | +2.4% |
| 20 Years |
| (41.1%) |
| (39.6%) |
| +1.5% |
