Over the latest trailing 12-month period, total return cagr is -15.50%. The comparable SPY value is +19.37%. Year-to-date total return is -6.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CAG
$27,292
(2.7x 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
-6.9%
1-Year Total Return
-15.5%
Current Dividend Yield
8.03%
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 | (21.6%) | (15.5%) | +6.1% |
| 3 Years | (19.4%) | (14.3%) | +5.0% |
| 5 Years | (14.6%) | (10.1%) | +4.5% |
| 10 Years | (7.9%) | (4.3%) | +3.7% |
| 15 Years | (1.5%) | +2.1% | +3.6% |
| 20 Years |
| (0.9%) |
| +2.8% |
| +3.6% |
