Over the latest trailing 12-month period, total return cagr is +20.59%. The comparable SPY value is +16.94%. Year-to-date total return is +15.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in COFS
$82,708
(8.3x return)
Invested on Jun 21, 2001
Growth of $10,000 in SPY (S&P 500)
$98,583
(9.9x return)
Invested on Jun 21, 2001
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
+15.2%
1-Year Total Return
+20.7%
Current Dividend Yield
3.51%
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 | +16.2% | +20.6% | +4.4% |
| 3 Years | +21.7% | +26.4% | +4.6% |
| 5 Years | +6.2% | +10.5% | +4.3% |
| 10 Years | +5.0% | +8.9% | +3.9% |
| 15 Years | +8.2% | +12.0% | +3.9% |
| 20 Years |
| +3.7% |
| +7.9% |
| +4.3% |
