Over the latest trailing 12-month period, total return cagr is -10.92%. The comparable SPY value is +16.94%. Year-to-date total return is +22.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AFCG
$4,111
(0.4x return)
Invested on Mar 19, 2021
Growth of $10,000 in SPY (S&P 500)
$21,412
(2.1x return)
Invested on Mar 19, 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
+22.1%
1-Year Total Return
-11.0%
Current Dividend Yield
7.53%
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 | (15.0%) | (10.9%) | +4.1% |
| 3 Years | (24.8%) | (15.3%) | +9.5% |
| 5 Years | (26.1%) | (16.1%) | +10.0% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
