Over the latest trailing 12-month period, total return cagr is +105.33%. The comparable SPY value is +16.94%. Year-to-date total return is +73.33%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TWIN
$94,710
(9.5x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+73.3%
1-Year Total Return
+106.0%
Current Dividend Yield
0.59%
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 | +103.4% | +105.3% | +1.9% |
| 3 Years | +28.4% | +30.1% | +1.7% |
| 5 Years | +21.7% | +22.6% | +0.9% |
| 10 Years | +8.8% | +9.2% | +0.4% |
| 15 Years | +0.6% | +1.4% | +0.7% |
| 20 Years |
| +3.0% |
| +4.0% |
| +1.1% |
