Over the latest trailing 12-month period, total return cagr is +33.51%. The comparable SPY value is +16.94%. Year-to-date total return is +38.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RBCAA
$151,048
(15.1x return)
Invested on Jul 22, 1998
Growth of $10,000 in SPY (S&P 500)
$108,366
(10.8x return)
Invested on Jul 22, 1998
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
+38.2%
1-Year Total Return
+33.7%
Current Dividend Yield
2.01%
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 | +30.3% | +33.5% | +3.2% |
| 3 Years | +28.3% | +31.8% | +3.5% |
| 5 Years | +12.6% | +15.9% | +3.3% |
| 10 Years | +11.5% | +14.6% | +3.1% |
| 15 Years | +11.4% | +14.6% | +3.2% |
| 20 Years |
| +7.9% |
| +10.9% |
| +3.0% |
