Over the latest trailing 12-month period, total return cagr is +69.83%. The comparable SPY value is +19.49%. Year-to-date total return is +52.04%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TS
$317,549
(31.8x return)
Invested on Dec 16, 2002
Growth of $10,000 in SPY (S&P 500)
$126,907
(12.7x return)
Invested on Dec 16, 2002
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
+52.0%
1-Year Total Return
+69.8%
Current Dividend Yield
3.10%
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 | +64.1% | +69.8% | +5.7% |
| 3 Years | +19.6% | +24.3% | +4.7% |
| 5 Years | +22.9% | +27.4% | +4.5% |
| 10 Years | +7.9% | +11.6% | +3.7% |
| 15 Years | +1.8% | +4.9% | +3.2% |
| 20 Years |
| +1.9% |
| +4.7% |
| +2.9% |
