Over the latest trailing 12-month period, total return cagr is N/A. The comparable SPY value is +16.85%. Year-to-date total return is N/A. Total return includes price appreciation and reinvested dividends.
Over the past 12 months, Total Return CAGR is N/A. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
No historical data available
| Quarter | QoQ | YoY |
|---|---|---|
| Q3 2026 (QTD) | +2.2% | N/A |
| Q2 2026 | +14.9% | N/A |
| Q1 2026 | N/A | N/A |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier. The newest quarter is in progress (quarter-to-date).
