Over the latest trailing 12-month period, total return cagr is +111.56%. The comparable SPY value is +23.65%. Year-to-date total return is +40.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SCCO
$3,189,732
(319.0x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
+40.2%
1-Year Total Return
+111.5%
Current Dividend Yield
1.86%
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 | +106.3% | +111.6% | +5.2% |
| 3 Years | +35.5% | +39.6% | +4.1% |
| 5 Years | +26.2% | +31.6% | +5.5% |
| 10 Years | +23.1% | +27.6% | +4.6% |
| 15 Years | +13.9% | +17.7% | +3.8% |
| 20 Years |
| +14.0% |
| +18.6% |
| +4.6% |
