Over the latest trailing 12-month period, total return cagr is -56.35%. The comparable SPY value is +16.94%. Year-to-date total return is -56.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SQFTP
$47,151
(4.7x return)
Invested on Jun 9, 2021
Growth of $10,000 in SPY (S&P 500)
$19,655
(2.0x return)
Invested on Jun 9, 2021
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
-56.3%
1-Year Total Return
-56.5%
Current Dividend Yield
12.46%
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 | (58.0%) | (56.4%) | +1.6% |
| 3 Years | (25.9%) | (16.8%) | +9.1% |
| 5 Years | (23.9%) | (14.5%) | +9.4% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
