Over the latest trailing 12-month period, total return cagr is +31.51%. The comparable SPY value is +16.94%. Year-to-date total return is +28.47%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AZTA
$43,856
(4.4x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 1996
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
+28.5%
1-Year Total Return
+31.7%
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 | +31.5% | +31.5% | N/A |
| 3 Years | (4.8%) | (4.8%) | N/A |
| 5 Years | (15.9%) | (15.9%) | +0.0% |
| 10 Years | +12.1% | +12.8% | +0.7% |
| 15 Years | +11.6% | +13.3% | +1.7% |
| 20 Years |
| +5.9% |
| +7.2% |
| +1.3% |
