Over the latest trailing 12-month period, total return cagr is -42.03%. The comparable SPY value is +16.94%. Year-to-date total return is -26.84%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WINA
$382,730
(38.3x 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
-26.8%
1-Year Total Return
-42.2%
Current Dividend Yield
1.01%
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 | (42.5%) | (42.0%) | +0.5% |
| 3 Years | (9.1%) | (7.0%) | +2.0% |
| 5 Years | +6.4% | +9.1% | +2.7% |
| 10 Years | +10.7% | +12.6% | +1.9% |
| 15 Years | +12.9% | +14.3% | +1.4% |
| 20 Years |
| +13.6% |
| +14.7% |
| +1.1% |
