Over the latest trailing 12-month period, total return cagr is +41.50%. The comparable SPY value is +16.94%. Year-to-date total return is +22.98%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SMBC
$413,685
(41.4x 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
+23.0%
1-Year Total Return
+41.7%
Current Dividend Yield
1.42%
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 | +39.3% | +41.5% | +2.2% |
| 3 Years | +21.5% | +23.6% | +2.1% |
| 5 Years | +9.5% | +11.4% | +1.9% |
| 10 Years | +11.3% | +13.1% | +1.9% |
| 15 Years | +13.2% | +15.3% | +2.0% |
| 20 Years |
| +11.9% |
| +14.3% |
| +2.4% |
