Over the latest trailing 12-month period, total return cagr is +66.51%. The comparable SPY value is +22.51%. Year-to-date total return is +26.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RIO
$279,809
(28.0x return)
Invested on Aug 7, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 7, 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
+26.2%
1-Year Total Return
+66.5%
Current Dividend Yield
1.47%
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 | +62.6% | +66.5% | +3.9% |
| 3 Years | +18.3% | +23.4% | +5.1% |
| 5 Years | +3.2% | +11.0% | +7.8% |
| 10 Years | +12.0% | +20.3% | +8.2% |
| 15 Years | +3.7% | +10.3% | +6.5% |
| 20 Years |
| +3.5% |
| +8.9% |
| +5.4% |
