Over the latest trailing 12-month period, total return cagr is +53.74%. The comparable SPY value is +16.94%. Year-to-date total return is +34.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CAC
$149,618
(15.0x return)
Invested on Oct 7, 1997
Growth of $10,000 in SPY (S&P 500)
$131,763
(13.2x return)
Invested on Oct 7, 1997
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
+34.7%
1-Year Total Return
+54.0%
Current Dividend Yield
2.95%
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 | +48.3% | +53.7% | +5.5% |
| 3 Years | +26.6% | +32.2% | +5.6% |
| 5 Years | +3.2% | +7.6% | +4.4% |
| 10 Years | +6.5% | +10.3% | +3.8% |
| 15 Years | +7.5% | +11.2% | +3.7% |
| 20 Years |
| +3.6% |
| +7.1% |
| +3.5% |
