Over the latest trailing 12-month period, total return cagr is +48.91%. The comparable SPY value is +17.76%. Year-to-date total return is +61.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in X
$32,609
(3.3x return)
Invested on Jul 25, 1996
Growth of $10,000 in SPY (S&P 500)
$148,478
(14.8x return)
Invested on Jul 25, 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
+61.7%
1-Year Total Return
+48.9%
Current Dividend Yield
0.36%
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 | +48.2% | +48.9% | +0.7% |
| 3 Years | +40.1% | +41.0% | +0.9% |
| 5 Years | +46.5% | +47.4% | +0.9% |
| 10 Years | +9.0% | +9.9% | +0.9% |
| 15 Years | +1.6% | +2.4% | +0.8% |
| 20 Years |
| +1.7% |
| +2.5% |
| +0.9% |
