Over the latest trailing 12-month period, total return cagr is -12.58%. The comparable SPY value is +16.94%. Year-to-date total return is -4.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SIGIP
$8,348
(0.8x return)
Invested on Dec 3, 2020
Growth of $10,000 in SPY (S&P 500)
$22,767
(2.3x return)
Invested on Dec 3, 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
-4.7%
1-Year Total Return
-12.6%
Current Dividend Yield
7.62%
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 | (18.5%) | (12.6%) | +5.9% |
| 3 Years | (2.0%) | +4.7% | +6.7% |
| 5 Years | (10.1%) | (4.1%) | +5.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
