Over the latest trailing 12-month period, total return cagr is +5.09%. The comparable SPY value is +23.65%. Year-to-date total return is +15.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RCL
$380,038
(38.0x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$194,874
(19.5x return)
Invested on Aug 5, 1996
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
+15.9%
1-Year Total Return
+5.1%
Current Dividend Yield
1.56%
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 | +3.3% | +5.1% | +1.8% |
| 3 Years | +43.6% | +44.9% | +1.3% |
| 5 Years | +32.3% | +33.0% | +0.8% |
| 10 Years | +15.7% | +17.1% | +1.4% |
| 15 Years | +17.9% | +19.5% | +1.6% |
| 20 Years | +11.8% | +13.1% | +1.4% |
