Over the latest trailing 12-month period, total return cagr is +21.85%. The comparable SPY value is +16.26%. Year-to-date total return is +18.83%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AVUV
$26,755
(2.7x return)
Invested on Sep 26, 2019
Growth of $10,000 in SPY (S&P 500)
$28,914
(2.9x return)
Invested on Sep 26, 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
+18.8%
1-Year Total Return
+21.8%
Current Dividend Yield
1.27%
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 | +20.3% | +21.9% | +1.6% |
| 3 Years | +16.1% | +18.0% | +1.9% |
| 5 Years | +9.3% | +11.1% | +1.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
