Over the latest trailing 12-month period, total return cagr is +80.93%. The comparable SPY value is +16.94%. Year-to-date total return is +49.73%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VBNK
$68,635
(6.9x return)
Invested on Aug 11, 2017
Growth of $10,000 in SPY (S&P 500)
$36,789
(3.7x return)
Invested on Aug 11, 2017
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
+49.7%
1-Year Total Return
+81.4%
Current Dividend Yield
0.32%
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 | +80.1% | +80.9% | +0.8% |
| 3 Years | +43.0% | +43.7% | +0.8% |
| 5 Years | +14.5% | +15.3% | +0.8% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
