Over the latest trailing 12-month period, total return cagr is +9.50%. The comparable SPY value is +16.94%. Year-to-date total return is +7.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AGNCO
$17,319
(1.7x return)
Invested on Sep 27, 2019
Growth of $10,000 in SPY (S&P 500)
$29,109
(2.9x return)
Invested on Sep 27, 2019
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
+7.7%
1-Year Total Return
+9.6%
Current Dividend Yield
9.20%
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 | (0.2%) | +9.5% | +9.7% |
| 3 Years | +3.6% | +12.7% | +9.1% |
| 5 Years | (0.3%) | +8.0% | +8.3% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
