Over the latest trailing 12-month period, total return cagr is +61.32%. The comparable SPY value is +18.54%. Year-to-date total return is +46.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WTAI
$17,611
(1.8x return)
Invested on Dec 9, 2021
Growth of $10,000 in SPY (S&P 500)
$17,551
(1.8x 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
+46.4%
1-Year Total Return
+61.3%
Current Dividend Yield
1.23%
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 | +58.5% | +61.3% | +2.8% |
| 3 Years | +32.5% | +33.5% | +1.0% |
| 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 |
