Over the latest trailing 12-month period, total return cagr is -5.53%. The comparable SPY value is +16.94%. Year-to-date total return is +0.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SFBC
$61,964
(6.2x return)
Invested on Jan 9, 2008
Growth of $10,000 in SPY (S&P 500)
$77,243
(7.7x return)
Invested on Jan 9, 2008
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
+0.1%
1-Year Total Return
-5.5%
Current Dividend Yield
1.84%
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 | (7.3%) | (5.5%) | +1.7% |
| 3 Years | +5.4% | +7.3% | +1.9% |
| 5 Years | (0.9%) | +0.9% | +1.8% |
| 10 Years | +5.9% | +7.9% | +2.0% |
| 15 Years | +13.4% | +15.2% | +1.7% |
| 20 Years |
| N/A |
| N/A |
| N/A |
