Over the latest trailing 12-month period, total return cagr is -35.59%. The comparable SPY value is +23.21%. Year-to-date total return is -48.12%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STLA
$88,541
(8.9x return)
Invested on Jul 22, 2003
Growth of $10,000 in SPY (S&P 500)
$115,659
(11.6x return)
Invested on Jul 22, 2003
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
-48.1%
1-Year Total Return
-35.7%
Current Dividend Yield
N/A
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 | (35.6%) | (35.6%) | N/A |
| 3 Years | (33.9%) | (30.6%) | +3.3% |
| 5 Years | (22.6%) | (17.6%) | +4.9% |
| 10 Years | (1.6%) | +5.6% | +7.1% |
| 15 Years | +0.1% | +4.9% | +4.8% |
| 20 Years | (0.9%) | +6.4% | +7.3% |
