Over the latest trailing 12-month period, total return cagr is -5.80%. The comparable SPY value is +19.37%. Year-to-date total return is +6.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in COST
$1,098,329
(109.8x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 3, 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
+6.0%
1-Year Total Return
-5.8%
Current Dividend Yield
0.61%
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 | (6.3%) | (5.8%) | +0.5% |
| 3 Years | +18.2% | +18.9% | +0.7% |
| 5 Years | +14.3% | +15.1% | +0.7% |
| 10 Years | +19.5% | +20.4% | +1.0% |
| 15 Years | +17.5% | +18.6% | +1.1% |
| 20 Years |
| +15.8% |
| +17.0% |
| +1.1% |
