Over the latest trailing 12-month period, total return cagr is +235.64%. The comparable SPY value is +17.49%. Year-to-date total return is +201.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SIMO
$373,462
(37.3x return)
Invested on Jun 30, 2005
Growth of $10,000 in SPY (S&P 500)
$93,035
(9.3x return)
Invested on Jun 30, 2005
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
+201.8%
1-Year Total Return
+235.4%
Current Dividend Yield
0.72%
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 | +231.2% | +235.6% | +4.4% |
| 3 Years | +73.2% | +77.8% | +4.6% |
| 5 Years | +29.7% | +32.4% | +2.7% |
| 10 Years | +18.3% | +21.1% | +2.8% |
| 15 Years | +24.2% | +27.1% | +2.9% |
| 20 Years |
| +15.9% |
| +17.9% |
| +2.0% |
