Over the latest trailing 12-month period, total return cagr is +68.02%. The comparable SPY value is +17.49%. Year-to-date total return is +31.25%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RIO
$277,813
(27.8x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+31.3%
1-Year Total Return
+68.0%
Current Dividend Yield
4.65%
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 | +59.9% | +68.0% | +8.1% |
| 3 Years | +16.5% | +23.5% | +7.1% |
| 5 Years | +6.4% | +14.0% | +7.6% |
| 10 Years | +12.5% | +21.4% | +8.9% |
| 15 Years | +3.9% | +10.8% | +6.9% |
| 20 Years |
| +4.0% |
| +9.6% |
| +5.7% |
