Over the latest trailing 12-month period, total return cagr is -39.49%. The comparable SPY value is +17.49%. Year-to-date total return is -41.47%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ROL
$448,911
(44.9x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
-41.5%
1-Year Total Return
-39.5%
Current Dividend Yield
2.10%
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 | (40.4%) | (39.5%) | +0.9% |
| 3 Years | (1.3%) | +0.1% | +1.4% |
| 5 Years | (2.3%) | (0.9%) | +1.3% |
| 10 Years | +10.5% | +12.0% | +1.4% |
| 15 Years | +12.7% | +14.3% | +1.6% |
| 20 Years |
| +13.6% |
| +15.2% |
| +1.6% |
