Over the latest trailing 12-month period, total return cagr is +7.30%. The comparable SPY value is +16.94%. Year-to-date total return is +4.26%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OXLCL
$13,846
(1.4x return)
Invested on Mar 18, 2021
Growth of $10,000 in SPY (S&P 500)
$21,412
(2.1x return)
Invested on Mar 18, 2021
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
+4.3%
1-Year Total Return
+7.3%
Current Dividend Yield
7.08%
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 | +0.2% | +7.3% | +7.1% |
| 3 Years | +2.1% | +9.5% | +7.4% |
| 5 Years | (1.8%) | +5.3% | +7.1% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
