Over the latest trailing 12-month period, total return cagr is -20.18%. The comparable SPY value is +16.94%. Year-to-date total return is -26.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in USAU
$108
(0.0x 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
-26.4%
1-Year Total Return
-20.3%
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 | (20.2%) | (20.2%) | N/A |
| 3 Years | +66.7% | +66.7% | N/A |
| 5 Years | +7.2% | +7.2% | N/A |
| 10 Years | (11.0%) | (9.5%) | +1.5% |
| 15 Years | (23.8%) | (22.9%) | +0.9% |
| 20 Years |
| (23.9%) |
| (22.9%) |
| +1.0% |
