Over the latest trailing 12-month period, total return cagr is -52.97%. The comparable SPY value is +16.94%. Year-to-date total return is -44.32%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UPST
$8,263
(0.8x return)
Invested on Dec 16, 2020
Growth of $10,000 in SPY (S&P 500)
$22,574
(2.3x return)
Invested on Dec 16, 2020
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
-44.3%
1-Year Total Return
-53.1%
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 | (53.0%) | (53.0%) | N/A |
| 3 Years | (3.2%) | (3.2%) | N/A |
| 5 Years | (39.3%) | (39.3%) | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
