Over the latest trailing 12-month period, total return cagr is -12.97%. The comparable SPY value is +16.26%. Year-to-date total return is -3.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RPM
$189,508
(19.0x return)
Invested on Oct 1, 1996
Growth of $10,000 in SPY (S&P 500)
$185,372
(18.5x return)
Invested on Oct 1, 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
-3.2%
1-Year Total Return
-13.0%
Current Dividend Yield
2.18%
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 | (14.7%) | (13.0%) | +1.7% |
| 3 Years | +1.7% | +3.6% | +1.9% |
| 5 Years | +4.8% | +6.8% | +2.0% |
| 10 Years | +6.3% | +8.5% | +2.2% |
| 15 Years | +11.8% | +14.3% | +2.5% |
| 20 Years |
| +8.6% |
| +11.5% |
| +3.0% |
