Over the latest trailing 12-month period, total return cagr is -9.53%. The comparable SPY value is +19.87%. Year-to-date total return is +1.98%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SFD
$11,622
(1.2x return)
Invested on Jan 29, 2025
Growth of $10,000 in SPY (S&P 500)
$12,933
(1.3x return)
Invested on Jan 29, 2025
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
+2.0%
1-Year Total Return
-9.5%
Current Dividend Yield
5.41%
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 | (13.8%) | (9.5%) | +4.3% |
| 3 Years | N/A | N/A | N/A |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
