The total return over the past 12 months is -8.39% vs. +16.94% for the S&P 500. So far it's up -8.93% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (22.42%) | (12.69%) | N/A | N/A | N/A | N/A |
| Total Return CAGR | (8.39%) | +1.26% | N/A | N/A | N/A | N/A |
| Revenue CAGR | +7.41% | +2.49% | N/A | N/A | N/A | N/A |
| Net Income CAGR | (22.72%) | (6.83%) | N/A | N/A | N/A | N/A |
| EPS CAGR | (25.67%) | (2.23%) | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +11.63% | +7.71% | N/A | N/A | N/A | N/A |
| Dividends CAGR | (5.07%) | (2.57%) | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Chicago Atlantic Real Estate Finance, Inc. (REFI)
| Year | Start price | End price | REFI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $12.26 | $9.81 | (8.93%) | +14.51% | (23.44%) |
| 2025 | $15.42 | $12.26 | (8.70%) | +17.72% | (26.42%) |
| 2024 | $16.18 | $15.42 | +8.62% | +24.89% | (16.27%) |
| 2023 | $15.07 | $16.18 | +23.91% | +26.19% | (2.28%) |
| 2022 | $16.65 | $15.07 | +3.41% | (18.17%) | +21.58% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.