Over the latest trailing 12-month period, total return cagr is +13.54%. The comparable SPY value is +20.83%. Year-to-date total return is +1.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SAIA
$343,490
(34.3x return)
Invested on Sep 11, 2002
Growth of $10,000 in SPY (S&P 500)
$136,426
(13.6x return)
Invested on Sep 11, 2002
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
+1.7%
1-Year Total Return
+13.5%
Current Dividend Yield
N/A
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 | +13.5% | +13.5% | N/A |
| 3 Years | (8.8%) | (8.8%) | N/A |
| 5 Years | +6.2% | +6.2% | N/A |
| 10 Years | +26.9% | +26.9% | N/A |
| 15 Years | +28.6% | +28.6% | N/A |
| 20 Years |
| +14.9% |
| +14.9% |
| N/A |
