Over the latest trailing 12-month period, total return cagr is -17.19%. The comparable SPY value is +16.85%. Year-to-date total return is +19.44%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CNH
$5,255
(0.5x return)
Invested on Nov 1, 1996
Growth of $10,000 in SPY (S&P 500)
$174,047
(17.4x return)
Invested on Nov 1, 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
+19.4%
1-Year Total Return
-17.3%
Current Dividend Yield
0.90%
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 | (15.6%) | (17.2%) | N/A |
| 3 Years | (10.7%) | (8.6%) | +2.1% |
| 5 Years | (7.2%) | (5.4%) | +1.8% |
| 10 Years | +5.2% | +6.1% | +0.9% |
| 15 Years | +0.9% | +2.3% | +1.3% |
| 20 Years |
| +3.8% |
| +5.0% |
| +1.2% |
