Over the latest trailing 12-month period, total return cagr is -20.55%. The comparable SPY value is +16.94%. Year-to-date total return is -4.30%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AZ
$33,495
(3.3x return)
Invested on May 12, 2020
Growth of $10,000 in SPY (S&P 500)
$30,094
(3.0x return)
Invested on May 12, 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
-4.3%
1-Year Total Return
-20.6%
Current Dividend Yield
N/A
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 | (20.6%) | (20.6%) | N/A |
| 3 Years | +20.3% | +20.3% | N/A |
| 5 Years | (17.7%) | (17.7%) | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
