Over the latest trailing 12-month period, total return cagr is +56.18%. The comparable SPY value is +17.76%. Year-to-date total return is +33.49%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WTAI
$16,063
(1.6x return)
Invested on Dec 9, 2021
Growth of $10,000 in SPY (S&P 500)
$16,894
(1.7x return)
Invested on Dec 9, 2021
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
+33.5%
1-Year Total Return
+56.1%
Current Dividend Yield
1.35%
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 | +53.4% | +56.2% | +2.7% |
| 3 Years | +26.1% | +27.0% | +0.9% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
