Over the latest trailing 12-month period, total return cagr is +45.75%. The comparable SPY value is +16.94%. Year-to-date total return is +39.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CFBK
$1,728
(0.2x return)
Invested on Dec 30, 1998
Growth of $10,000 in SPY (S&P 500)
$101,686
(10.2x return)
Invested on Dec 30, 1998
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
+39.7%
1-Year Total Return
+46.0%
Current Dividend Yield
1.01%
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 | +44.0% | +45.8% | +1.8% |
| 3 Years | +29.9% | +31.6% | +1.7% |
| 5 Years | +11.7% | +13.0% | +1.3% |
| 10 Years | +16.4% | +17.1% | +0.8% |
| 15 Years | +2.1% | +2.6% | +0.4% |
| 20 Years |
| (8.9%) |
| (8.1%) |
| +0.8% |
