Over the latest trailing 12-month period, total return cagr is -17.77%. The comparable SPY value is +16.94%. Year-to-date total return is +4.50%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RILY
$528
(0.1x return)
Invested on Aug 13, 2007
Growth of $10,000 in SPY (S&P 500)
$78,147
(7.8x return)
Invested on Aug 13, 2007
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
+4.5%
1-Year Total Return
-17.9%
Current Dividend Yield
N/A
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 | (17.8%) | (17.8%) | N/A |
| 3 Years | (50.3%) | (48.9%) | +1.4% |
| 5 Years | (39.6%) | (36.0%) | +3.6% |
| 10 Years | (10.0%) | (4.0%) | +6.0% |
| 15 Years | +6.2% | +11.1% | +4.9% |
| 20 Years | N/A | N/A | N/A |
