Over the latest trailing 12-month period, total return cagr is -5.73%. The comparable SPY value is +19.37%. Year-to-date total return is +2.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AMT
$141,004
(14.1x return)
Invested on Feb 27, 1998
Growth of $10,000 in SPY (S&P 500)
$118,224
(11.8x return)
Invested on Feb 27, 1998
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
+2.1%
1-Year Total Return
-5.7%
Current Dividend Yield
3.97%
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 | (9.3%) | (5.7%) | +3.5% |
| 3 Years | (1.0%) | +2.6% | +3.5% |
| 5 Years | (10.4%) | (7.5%) | +2.9% |
| 10 Years | +4.2% | +6.9% | +2.7% |
| 15 Years | +8.3% | +10.7% | +2.4% |
| 20 Years |
| +8.4% |
| +10.2% |
| +1.8% |
