Over the latest trailing 12-month period, total return cagr is -15.59%. The comparable SPY value is +17.49%. Year-to-date total return is -16.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STE
$181,074
(18.1x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
-16.1%
1-Year Total Return
-15.6%
Current Dividend Yield
1.20%
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 | (16.5%) | (15.6%) | +0.9% |
| 3 Years | (2.7%) | (1.7%) | +1.0% |
| 5 Years | +0.1% | +1.1% | +1.0% |
| 10 Years | +11.6% | +12.8% | +1.2% |
| 15 Years | +14.0% | +15.5% | +1.5% |
| 20 Years |
| +11.6% |
| +13.0% |
| +1.4% |
