Over the latest trailing 12-month period, total return cagr is +16.22%. The comparable SPY value is +16.94%. Year-to-date total return is +5.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SHC
$7,390
(0.7x return)
Invested on Nov 20, 2020
Growth of $10,000 in SPY (S&P 500)
$23,135
(2.3x return)
Invested on Nov 20, 2020
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
+5.2%
1-Year Total Return
+16.3%
Current Dividend Yield
N/A
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 | +16.2% | +16.2% | N/A |
| 3 Years | +8.9% | +8.9% | N/A |
| 5 Years | (6.4%) | (6.4%) | 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 |
