Over the latest trailing 12-month period, total return cagr is +52.23%. The comparable SPY value is +16.94%. Year-to-date total return is +36.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WTBA
$117,928
(11.8x return)
Invested on Oct 16, 1996
Growth of $10,000 in SPY (S&P 500)
$183,505
(18.4x return)
Invested on Oct 16, 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
+36.7%
1-Year Total Return
+52.5%
Current Dividend Yield
3.40%
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 | +46.2% | +52.2% | +6.0% |
| 3 Years | +22.1% | +28.2% | +6.1% |
| 5 Years | (1.1%) | +3.6% | +4.7% |
| 10 Years | +4.3% | +8.7% | +4.4% |
| 15 Years | +8.1% | +12.4% | +4.3% |
| 20 Years | +2.5% | +6.3% | +3.8% |
