Over the latest trailing 12-month period, total return cagr is +11.49%. The comparable SPY value is +17.49%. Year-to-date total return is +11.62%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CASY
$848,945
(84.9x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
+11.6%
1-Year Total Return
+11.5%
Current Dividend Yield
0.38%
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 | +11.1% | +11.5% | +0.4% |
| 3 Years | +37.0% | +37.6% | +0.6% |
| 5 Years | +26.4% | +27.1% | +0.7% |
| 10 Years | +17.8% | +18.6% | +0.8% |
| 15 Years | +19.5% | +20.4% | +1.0% |
| 20 Years | +18.3% | +19.3% | +1.0% |
