Over the latest trailing 12-month period, total return cagr is +22.27%. The comparable SPY value is +16.94%. Year-to-date total return is -48.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TROO
$585
(0.1x return)
Invested on Apr 9, 2008
Growth of $10,000 in SPY (S&P 500)
$79,358
(7.9x return)
Invested on Apr 9, 2008
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
-48.8%
1-Year Total Return
+22.4%
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 | +22.3% | +22.3% | N/A |
| 3 Years | (24.8%) | (24.8%) | N/A |
| 5 Years | (23.0%) | (23.0%) | N/A |
| 10 Years | (7.2%) | (7.2%) | N/A |
| 15 Years | (12.4%) | (12.4%) | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
