Over the latest trailing 12-month period, total return cagr is +8.72%. The comparable SPY value is +23.56%. Year-to-date total return is +12.37%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RJF
$895,056
(89.5x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$195,503
(19.6x return)
Invested on Aug 5, 1996
Hypothetical Growth of $10,000
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.
tgmcharts.com
Recent Performance Indicators
YTD Total Return
+12.4%
1-Year Total Return
+8.7%
Current Dividend Yield
1.19%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
