Over the latest trailing 12-month period, total return cagr is +52.96%. The comparable SPY value is +16.94%. Year-to-date total return is +119.51%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SVCO
$4,490
(0.4x return)
Invested on May 9, 2024
Growth of $10,000 in SPY (S&P 500)
$15,056
(1.5x return)
Invested on May 9, 2024
Hypothetical Growth of $10,000
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.
tgmcharts.com
Recent Performance Indicators
YTD Total Return
+119.5%
1-Year Total Return
+53.3%
Current Dividend Yield
N/A
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
