Over the latest trailing 12-month period, total return cagr is +85.71%. The comparable SPY value is +19.87%. Year-to-date total return is +53.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SMH
$156,007
(15.6x return)
Invested on May 5, 2000
Growth of $10,000 in SPY (S&P 500)
$85,823
(8.6x return)
Invested on May 5, 2000
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
+53.6%
1-Year Total Return
+85.6%
Current Dividend Yield
0.20%
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 | +85.1% | +85.7% | +0.6% |
| 3 Years | +54.2% | +54.9% | +0.7% |
| 5 Years | +32.4% | +33.2% | +0.8% |
| 10 Years | +32.5% | +33.8% | +1.2% |
| 15 Years | +27.6% | +29.1% | +1.4% |
| 20 Years | +19.1% | +20.6% | +1.5% |
