Over the latest trailing 12-month period, total return cagr is -23.62%. The comparable SPY value is +23.65%. Year-to-date total return is -11.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RMD
$2,564,693
(256.5x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$194,874
(19.5x return)
Invested on Aug 5, 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
-11.5%
1-Year Total Return
-23.6%
Current Dividend Yield
1.13%
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 | (24.4%) | (23.6%) | +0.8% |
| 3 Years | +4.3% | +5.3% | +1.0% |
| 5 Years | (5.0%) | (4.2%) | +0.8% |
| 10 Years | +11.7% | +13.0% | +1.3% |
| 15 Years | +14.4% | +15.9% | +1.5% |
| 20 Years | +11.9% | +12.9% | +1.1% |
