Over the latest trailing 12-month period, total return cagr is +34.40%. The comparable SPY value is +22.66%. Year-to-date total return is +22.76%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VMI
$441,316
(44.1x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$194,377
(19.4x return)
Invested on Aug 12, 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
+22.8%
1-Year Total Return
+34.6%
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 | +33.5% | +34.4% | +0.9% |
| 3 Years | +26.0% | +27.1% | +1.1% |
| 5 Years | +14.9% | +15.9% | +1.0% |
| 10 Years | +14.2% | +15.4% | +1.1% |
| 15 Years | +12.7% | +13.8% | +1.1% |
| 20 Years | +12.2% | +13.2% | +1.0% |
