Over the latest trailing 12-month period, total return cagr is -24.31%. The comparable SPY value is +23.56%. Year-to-date total return is -24.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CEG
$65,998
(6.6x return)
Invested on Jan 19, 2022
Growth of $10,000 in SPY (S&P 500)
$18,149
(1.8x return)
Invested on Jan 19, 2022
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
-24.1%
1-Year Total Return
-24.3%
Current Dividend Yield
0.61%
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 | (24.7%) | (24.3%) | +0.4% |
| 3 Years | +37.0% | +37.9% | +0.9% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
