Over the latest trailing 12-month period, total return cagr is +45.52%. The comparable SPY value is +17.49%. Year-to-date total return is +28.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RVTY
$174,383
(17.4x 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
+28.7%
1-Year Total Return
+45.5%
Current Dividend Yield
0.23%
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 | +45.1% | +45.5% | +0.4% |
| 3 Years | +4.9% | +5.2% | +0.3% |
| 5 Years | (7.8%) | (7.6%) | +0.2% |
| 10 Years | +8.9% | +9.3% | +0.3% |
| 15 Years | +12.8% | +13.3% | +0.5% |
| 20 Years |
| +10.0% |
| +10.8% |
| +0.7% |
