Over the latest trailing 12-month period, total return cagr is +28.38%. The comparable SPY value is +19.49%. Year-to-date total return is +16.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RVTY
$174,375
(17.4x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
+16.5%
1-Year Total Return
+28.4%
Current Dividend Yield
0.25%
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 | +28.0% | +28.4% | +0.3% |
| 3 Years | (2.9%) | (2.6%) | +0.3% |
| 5 Years | (9.2%) | (9.0%) | +0.2% |
| 10 Years | +7.0% | +7.4% | +0.3% |
| 15 Years | +10.7% | +11.2% | +0.5% |
| 20 Years |
| +9.6% |
| +10.3% |
| +0.7% |
