Over the latest trailing 12-month period, total return cagr is +45.70%. The comparable SPY value is +16.94%. Year-to-date total return is +29.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RBB
$14,265
(1.4x return)
Invested on Jul 26, 2017
Growth of $10,000 in SPY (S&P 500)
$36,143
(3.6x return)
Invested on Jul 26, 2017
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
+29.6%
1-Year Total Return
+46.0%
Current Dividend Yield
2.44%
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 | +41.6% | +45.7% | +4.1% |
| 3 Years | +27.0% | +31.4% | +4.4% |
| 5 Years | +0.7% | +4.0% | +3.3% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
