Over the latest trailing 12-month period, total return cagr is +24.38%. The comparable SPY value is +15.54%. Year-to-date total return is +22.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ROE
$17,709
(1.8x return)
Invested on Aug 1, 2023
Growth of $10,000 in SPY (S&P 500)
$17,829
(1.8x return)
Invested on Aug 1, 2023
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
+22.4%
1-Year Total Return
+24.4%
Current Dividend Yield
0.84%
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 | +23.2% | +24.4% | +1.2% |
| 3 Years | +22.4% | +23.8% | +1.4% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
