Over the latest trailing 12-month period, total return cagr is +15.65%. The comparable SPY value is +18.19%. Year-to-date total return is +18.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in REG
$176,064
(17.6x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,387
(19.7x return)
Invested on Jul 29, 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
+18.6%
1-Year Total Return
+15.6%
Current Dividend Yield
3.70%
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 | +11.1% | +15.7% | +4.5% |
| 3 Years | +7.4% | +11.8% | +4.4% |
| 5 Years | +4.2% | +8.5% | +4.3% |
| 10 Years | (0.6%) | +3.4% | +3.9% |
| 15 Years | +4.0% | +7.9% | +4.0% |
| 20 Years |
| +1.1% |
| +5.3% |
| +4.2% |
