Over the latest trailing 12-month period, total return cagr is -11.27%. The comparable SPY value is +16.94%. Year-to-date total return is -13.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CRAI
$85,736
(8.6x return)
Invested on Apr 24, 1998
Growth of $10,000 in SPY (S&P 500)
$112,488
(11.2x return)
Invested on Apr 24, 1998
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
-13.8%
1-Year Total Return
-11.3%
Current Dividend Yield
1.33%
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 | (12.5%) | (11.3%) | +1.2% |
| 3 Years | +19.4% | +20.9% | +1.4% |
| 5 Years | +10.2% | +11.6% | +1.4% |
| 10 Years | +20.2% | +21.9% | +1.8% |
| 15 Years | +15.4% | +16.5% | +1.1% |
| 20 Years |
| +6.4% |
| +7.2% |
| +0.8% |
