Over the latest trailing 12-month period, total return cagr is -16.94%. The comparable SPY value is +17.76%. Year-to-date total return is -10.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CAG
$26,019
(2.6x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
-10.9%
1-Year Total Return
-16.9%
Current Dividend Yield
9.48%
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 | (23.5%) | (16.9%) | +6.5% |
| 3 Years | (23.7%) | (19.0%) | +4.7% |
| 5 Years | (15.5%) | (11.1%) | +4.4% |
| 10 Years | (8.7%) | (5.1%) | +3.6% |
| 15 Years | (2.2%) | +1.4% | +3.6% |
| 20 Years | (0.7%) | +2.9% | +3.6% |
