Over the latest trailing 12-month period, total return cagr is +36.63%. The comparable SPY value is +17.60%. Year-to-date total return is -4.51%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RMBS
$116,033
(11.6x return)
Invested on May 14, 1997
Growth of $10,000 in SPY (S&P 500)
$144,551
(14.5x return)
Invested on May 14, 1997
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
+36.6%
Current Dividend Yield
0.00%
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 | +36.6% | +36.6% | N/A |
| 3 Years | +11.9% | +11.9% | N/A |
| 5 Years | +30.4% | +30.4% | N/A |
| 10 Years | +20.4% | +20.4% | N/A |
| 15 Years | +12.8% | +12.8% | N/A |
| 20 Years |
| +9.0% |
| +9.0% |
| N/A |
