Over the latest trailing 12-month period, total return cagr is +45.67%. The comparable SPY value is +19.37%. Year-to-date total return is +18.94%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in C
$24,214
(2.4x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 3, 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
+18.9%
1-Year Total Return
+45.6%
Current Dividend Yield
1.81%
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 | +42.7% | +45.7% | +3.0% |
| 3 Years | +49.9% | +54.5% | +4.6% |
| 5 Years | +14.3% | +18.3% | +4.0% |
| 10 Years | +11.1% | +14.5% | +3.4% |
| 15 Years | +11.2% | +13.5% | +2.3% |
| 20 Years |
| (6.2%) |
| (4.1%) |
| +2.0% |
