Over the latest trailing 12-month period, total return cagr is +78.84%. The comparable SPY value is +16.94%. Year-to-date total return is +70.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SBLK
$801
(0.1x return)
Invested on Dec 3, 2007
Growth of $10,000 in SPY (S&P 500)
$72,692
(7.3x return)
Invested on Dec 3, 2007
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
+70.9%
1-Year Total Return
+79.3%
Current Dividend Yield
6.29%
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 | +67.1% | +78.8% | +11.7% |
| 3 Years | +16.4% | +24.6% | +8.3% |
| 5 Years | +4.5% | +17.4% | +12.8% |
| 10 Years | +20.3% | +28.2% | +7.9% |
| 15 Years | (7.0%) | (2.3%) | +4.7% |
| 20 Years |
| N/A |
| N/A |
| N/A |
