Over the latest trailing 12-month period, total return cagr is -2.38%. The comparable SPY value is +16.94%. Year-to-date total return is +4.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ASO
$41,677
(4.2x return)
Invested on Oct 2, 2020
Growth of $10,000 in SPY (S&P 500)
$24,227
(2.4x return)
Invested on Oct 2, 2020
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
+5.0%
1-Year Total Return
-2.4%
Current Dividend Yield
1.08%
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 | (3.5%) | (2.4%) | +1.1% |
| 3 Years | +6.1% | +7.1% | +1.0% |
| 5 Years | +5.4% | +6.3% | +0.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
