Over the latest trailing 12-month period, total return cagr is +7.43%. The comparable SPY value is +17.60%. Year-to-date total return is +7.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CMS
$61,451
(6.1x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,166
(19.7x 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
+8.0%
1-Year Total Return
+7.4%
Current Dividend Yield
2.99%
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 | +4.3% | +7.4% | +3.2% |
| 3 Years | +6.8% | +10.3% | +3.4% |
| 5 Years | +3.6% | +6.9% | +3.2% |
| 10 Years | +5.2% | +8.3% | +3.2% |
| 15 Years | +9.4% | +12.9% | +3.6% |
| 20 Years |
| +8.7% |
| +12.1% |
| +3.4% |
