Over the latest trailing 12-month period, total return cagr is -58.36%. The comparable SPY value is +16.94%. Year-to-date total return is -5.62%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PHIO
$31
(0.0x return)
Invested on Mar 12, 2008
Growth of $10,000 in SPY (S&P 500)
$83,076
(8.3x return)
Invested on Mar 12, 2008
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
-58.5%
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 | (58.4%) | (58.4%) | N/A |
| 3 Years | (57.7%) | (57.7%) | N/A |
| 5 Years | (65.7%) | (65.7%) | N/A |
| 10 Years | (68.4%) | (68.4%) | N/A |
| 15 Years | (19.8%) | (19.8%) | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
