Over the latest trailing 12-month period, total return cagr is +109.75%. The comparable SPY value is +23.21%. Year-to-date total return is +102.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STM
$152,323
(15.2x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$201,640
(20.2x return)
Invested on Jul 29, 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
+102.0%
1-Year Total Return
+110.5%
Current Dividend Yield
0.69%
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 | +107.5% | +109.8% | +2.2% |
| 3 Years | +0.6% | +1.6% | +1.0% |
| 5 Years | +4.5% | +5.4% | +0.9% |
| 10 Years | +22.1% | +23.4% | +1.3% |
| 15 Years | +14.1% | +16.9% | +2.7% |
| 20 Years |
| +6.4% |
| +9.0% |
| +2.5% |
