Over the latest trailing 12-month period, total return cagr is -19.68%. The comparable SPY value is +17.49%. Year-to-date total return is -8.63%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RMD
$2,153,597
(215.4x return)
Invested on Sep 13, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 13, 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
-8.6%
1-Year Total Return
-19.7%
Current Dividend Yield
1.10%
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 | (20.5%) | (19.7%) | +0.9% |
| 3 Years | +12.9% | +14.1% | +1.1% |
| 5 Years | (5.9%) | (5.0%) | +0.9% |
| 10 Years | +12.8% | +14.1% | +1.3% |
| 15 Years | +14.4% | +15.9% | +1.5% |
| 20 Years |
| +12.8% |
| +13.9% |
| +1.1% |
