Over the latest trailing 12-month period, total return cagr is -58.70%. The comparable SPY value is +19.98%. Year-to-date total return is -49.30%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in Z
$4,522
(0.5x return)
Invested on Aug 3, 2015
Growth of $10,000 in SPY (S&P 500)
$44,159
(4.4x return)
Invested on Aug 3, 2015
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
-49.3%
1-Year Total Return
-58.7%
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 | (58.7%) | (58.7%) | N/A |
| 3 Years | (13.0%) | (13.0%) | N/A |
| 5 Years | (18.7%) | (18.7%) | N/A |
| 10 Years | (0.1%) | (0.1%) | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
