Over the latest trailing 12-month period, total return cagr is -20.32%. The comparable SPY value is +16.94%. Year-to-date total return is -26.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ACIC
$17,621
(1.8x return)
Invested on Nov 7, 2007
Growth of $10,000 in SPY (S&P 500)
$74,287
(7.4x return)
Invested on Nov 7, 2007
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
-26.5%
1-Year Total Return
-20.4%
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 | (20.3%) | (20.3%) | N/A |
| 3 Years | +8.0% | +9.4% | +1.4% |
| 5 Years | +18.4% | +20.0% | +1.6% |
| 10 Years | (5.5%) | (3.7%) | +1.8% |
| 15 Years | +5.3% | +7.2% | +1.8% |
| 20 Years |
| N/A |
| N/A |
| N/A |
