Over the latest trailing 12-month period, total return cagr is +7.81%. The comparable SPY value is +16.85%. Year-to-date total return is +1.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SOLV
$10,078
(1.0x return)
Invested on Mar 26, 2024
Growth of $10,000 in SPY (S&P 500)
$14,481
(1.4x return)
Invested on Mar 26, 2024
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
+1.7%
1-Year Total Return
+7.8%
Current Dividend Yield
0.00%
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 | +5.5% | +7.8% | +2.3% |
| 3 Years | N/A | N/A | N/A |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
