Over the latest trailing 12-month period, total return cagr is -19.45%. The comparable SPY value is +16.94%. Year-to-date total return is -21.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RGP
$8,029
(0.8x return)
Invested on Dec 15, 2000
Growth of $10,000 in SPY (S&P 500)
$93,723
(9.4x return)
Invested on Dec 15, 2000
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
-21.9%
1-Year Total Return
-19.5%
Current Dividend Yield
7.47%
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 | (24.5%) | (19.4%) | +5.1% |
| 3 Years | (34.9%) | (31.0%) | +3.9% |
| 5 Years | (25.6%) | (22.0%) | +3.6% |
| 10 Years | (12.9%) | (9.2%) | +3.7% |
| 15 Years | (6.5%) | (3.2%) | +3.3% |
| 20 Years |
| (9.7%) |
| (7.2%) |
| +2.5% |
