Over the latest trailing 12-month period, total return cagr is +8.07%. The comparable SPY value is +16.94%. Year-to-date total return is +8.62%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VALU
$36,133
(3.6x 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
Hypothetical Growth of $10,000
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.
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Recent Performance Indicators
YTD Total Return
+8.6%
1-Year Total Return
+8.1%
Current Dividend Yield
3.37%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
