Over the latest trailing 12-month period, total return cagr is -28.73%. The comparable SPY value is +16.94%. Year-to-date total return is -38.93%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RAIL
$3,627
(0.4x return)
Invested on Apr 6, 2005
Growth of $10,000 in SPY (S&P 500)
$97,230
(9.7x return)
Invested on Apr 6, 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
-38.9%
1-Year Total Return
-28.8%
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 | (28.7%) | (28.7%) | N/A |
| 3 Years | +36.5% | +36.5% | N/A |
| 5 Years | +10.0% | +10.0% | N/A |
| 10 Years | (7.5%) | (7.3%) | +0.2% |
| 15 Years | (4.8%) | (4.2%) | +0.5% |
| 20 Years |
| (9.7%) |
| (9.2%) |
| +0.5% |
