Over the latest trailing 12-month period, total return cagr is +239.90%. The comparable SPY value is +17.31%. Year-to-date total return is +165.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SIMO
$328,133
(32.8x return)
Invested on Jun 30, 2005
Growth of $10,000 in SPY (S&P 500)
$90,221
(9.0x 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
+165.2%
1-Year Total Return
+241.9%
Current Dividend Yield
0.82%
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 | +233.8% | +239.9% | +6.1% |
| 3 Years | +67.0% | +71.2% | +4.3% |
| 5 Years | +32.3% | +35.2% | +2.8% |
| 10 Years | +16.6% | +19.4% | +2.8% |
| 15 Years | +23.0% | +25.9% | +2.8% |
| 20 Years |
| +15.9% |
| +17.9% |
| +2.0% |
