Over the latest trailing 12-month period, total return cagr is +52.04%. The comparable SPY value is +22.51%. Year-to-date total return is +47.71%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RS
$821,696
(82.2x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 12, 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
+47.7%
1-Year Total Return
+52.0%
Current Dividend Yield
1.16%
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 | +49.6% | +52.0% | +2.4% |
| 3 Years | +14.5% | +16.3% | +1.8% |
| 5 Years | +21.5% | +23.5% | +2.0% |
| 10 Years | +18.8% | +21.1% | +2.3% |
| 15 Years | +17.0% | +19.3% | +2.3% |
| 20 Years |
| +13.7% |
| +15.6% |
| +1.9% |
