Over the latest trailing 12-month period, total return cagr is +7.11%. The comparable SPY value is +16.94%. Year-to-date total return is +5.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OXLCN
$13,634
(1.4x return)
Invested on Jun 10, 2022
Growth of $10,000 in SPY (S&P 500)
$22,449
(2.2x return)
Invested on Jun 10, 2022
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
+5.6%
1-Year Total Return
+7.1%
Current Dividend Yield
7.31%
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 | (0.3%) | +7.1% | +7.4% |
| 3 Years | +2.1% | +9.9% | +7.8% |
| 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 |
