Over the latest trailing 12-month period, total return cagr is +46.96%. The comparable SPY value is +16.94%. Year-to-date total return is +39.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WCCB
$353,908
(35.4x return)
Invested on Mar 30, 2004
Growth of $10,000 in SPY (S&P 500)
$102,811
(10.3x return)
Invested on Mar 30, 2004
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
+39.9%
1-Year Total Return
+47.2%
Current Dividend Yield
1.53%
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 | +44.1% | +47.0% | +2.8% |
| 3 Years | +34.4% | +37.2% | +2.8% |
| 5 Years | +38.0% | +40.8% | +2.8% |
| 10 Years | +25.3% | +27.2% | +1.9% |
| 15 Years | +18.2% | +19.7% | +1.5% |
| 20 Years |
| +9.3% |
| +10.3% |
| +1.0% |
