Over the latest trailing 12-month period, total return cagr is +50.41%. The comparable SPY value is +21.41%. Year-to-date total return is +41.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ZETA
$32,430
(3.2x return)
Invested on Jun 10, 2021
Growth of $10,000 in SPY (S&P 500)
$19,654
(2.0x return)
Invested on Jun 10, 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
+41.7%
1-Year Total Return
+50.7%
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 | +50.4% | +50.4% | N/A |
| 3 Years | +56.7% | +56.7% | N/A |
| 5 Years | +38.1% | +38.1% | 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 |
