Over the latest trailing 12-month period, total return cagr is +31.49%. The comparable SPY value is +16.94%. Year-to-date total return is +39.27%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SGC
$69,984
(7.0x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+39.3%
1-Year Total Return
+31.7%
Current Dividend Yield
4.30%
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 | +24.9% | +31.5% | +6.6% |
| 3 Years | +17.8% | +23.2% | +5.4% |
| 5 Years | (11.7%) | (7.6%) | +4.0% |
| 10 Years | (4.1%) | (0.9%) | +3.2% |
| 15 Years | +5.6% | +9.2% | +3.6% |
| 20 Years |
| +3.7% |
| +7.7% |
| +4.0% |
