Over the latest trailing 12-month period, total return cagr is -28.97%. The comparable SPY value is +22.51%. Year-to-date total return is +1.21%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ARE
$69,874
(7.0x return)
Invested on May 28, 1997
Growth of $10,000 in SPY (S&P 500)
$149,762
(15.0x return)
Invested on May 28, 1997
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
+1.2%
1-Year Total Return
-28.9%
Current Dividend Yield
7.23%
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 | (33.0%) | (29.0%) | +4.1% |
| 3 Years | (26.7%) | (22.7%) | +4.0% |
| 5 Years | (25.1%) | (21.8%) | +3.4% |
| 10 Years | (8.0%) | (4.6%) | +3.4% |
| 15 Years | (2.4%) | +1.1% | +3.5% |
| 20 Years |
| (3.3%) |
| +0.1% |
| +3.4% |
