Over the latest trailing 12-month period, total return cagr is -7.20%. The comparable SPY value is +21.52%. Year-to-date total return is +1.98%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RSG
$201,430
(20.1x return)
Invested on Jul 1, 1998
Growth of $10,000 in SPY (S&P 500)
$107,651
(10.8x return)
Invested on Jul 1, 1998
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
+2.0%
1-Year Total Return
-7.2%
Current Dividend Yield
1.17%
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 | (8.3%) | (7.2%) | +1.1% |
| 3 Years | +13.2% | +14.5% | +1.3% |
| 5 Years | +12.3% | +13.7% | +1.4% |
| 10 Years | +15.3% | +17.1% | +1.9% |
| 15 Years | +14.8% | +17.2% | +2.4% |
| 20 Years |
| +11.1% |
| +13.5% |
| +2.4% |
