Over the latest trailing 12-month period, total return cagr is -3.55%. The comparable SPY value is +16.94%. Year-to-date total return is -6.48%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CGBD
$18,594
(1.9x return)
Invested on Jun 14, 2017
Growth of $10,000 in SPY (S&P 500)
$36,810
(3.7x return)
Invested on Jun 14, 2017
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
-6.5%
1-Year Total Return
-3.6%
Current Dividend Yield
14.68%
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 | (15.4%) | (3.5%) | +11.9% |
| 3 Years | (8.2%) | +3.4% | +11.7% |
| 5 Years | (4.8%) | +7.4% | +12.2% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
