Over the latest trailing 12-month period, total return cagr is +82.65%. The comparable SPY value is +23.65%. Year-to-date total return is +78.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STRL
$3,987,712
(398.8x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
+78.6%
1-Year Total Return
+82.6%
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 | +82.7% | +82.7% | N/A |
| 3 Years | +106.8% | +106.8% | N/A |
| 5 Years | +89.8% | +89.8% | N/A |
| 10 Years | +56.5% | +56.5% | N/A |
| 15 Years | +28.8% | +28.8% | N/A |
| 20 Years |
| +16.5% |
| +16.5% |
| N/A |
