Over the latest trailing 12-month period, total return cagr is -8.12%. The comparable SPY value is +16.94%. Year-to-date total return is -4.54%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SANG
$47,921
(4.8x return)
Invested on Oct 4, 2001
Growth of $10,000 in SPY (S&P 500)
$114,765
(11.5x return)
Invested on Oct 4, 2001
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
-4.5%
1-Year Total Return
-8.2%
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 | (8.1%) | (8.1%) | N/A |
| 3 Years | +14.8% | +14.8% | N/A |
| 5 Years | (24.2%) | (24.2%) | N/A |
| 10 Years | +8.7% | +8.7% | N/A |
| 15 Years | +2.2% | +2.2% | N/A |
| 20 Years |
| +2.5% |
| +2.5% |
| N/A |
