Over the latest trailing 12-month period, total return cagr is +172.53%. The comparable SPY value is +16.94%. Year-to-date total return is +115.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CPIX
$5,093
(0.5x return)
Invested on Aug 11, 2009
Growth of $10,000 in SPY (S&P 500)
$104,394
(10.4x return)
Invested on Aug 11, 2009
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
+115.4%
1-Year Total Return
+173.8%
Current Dividend Yield
21.16%
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 | +125.6% | +172.5% | +46.9% |
| 3 Years | +57.6% | +67.9% | +10.3% |
| 5 Years | +20.9% | +25.6% | +4.7% |
| 10 Years | +3.5% | +5.5% | +2.0% |
| 15 Years | +1.5% | +2.8% | +1.3% |
| 20 Years |
| N/A |
| N/A |
| N/A |
