Over the latest trailing 12-month period, total return cagr is +200.13%. The comparable SPY value is +19.98%. Year-to-date total return is +84.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TER
$497,145
(49.7x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
+84.7%
1-Year Total Return
+199.9%
Current Dividend Yield
0.14%
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 | +199.3% | +200.1% | +0.9% |
| 3 Years | +48.6% | +49.1% | +0.5% |
| 5 Years | +24.0% | +24.4% | +0.5% |
| 10 Years | +32.6% | +33.3% | +0.7% |
| 15 Years | +25.7% | +26.4% | +0.7% |
| 20 Years |
| +17.7% |
| +18.2% |
| +0.5% |
