Over the latest trailing 12-month period, total return cagr is +66.37%. The comparable SPY value is +17.49%. Year-to-date total return is +49.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WULF
$75,787
(7.6x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$188,616
(18.9x return)
Invested on Sep 10, 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
+49.1%
1-Year Total Return
+66.3%
Current Dividend Yield
N/A
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 | +66.4% | +66.4% | N/A |
| 3 Years | +111.7% | +111.7% | N/A |
| 5 Years | (10.1%) | (6.0%) | +4.1% |
| 10 Years | +4.8% | +7.1% | +2.3% |
| 15 Years | +5.8% | +8.1% | +2.3% |
| 20 Years |
| +3.5% |
| +5.1% |
| +1.7% |
