Over the latest trailing 12-month period, total return cagr is +11.75%. The comparable SPY value is +23.65%. Year-to-date total return is +20.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CUBE
$60,349
(6.0x return)
Invested on Oct 22, 2004
Growth of $10,000 in SPY (S&P 500)
$101,798
(10.2x return)
Invested on Oct 22, 2004
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
+20.9%
1-Year Total Return
+11.7%
Current Dividend Yield
5.05%
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 | +5.8% | +11.8% | +6.0% |
| 3 Years | +0.4% | +5.0% | +4.6% |
| 5 Years | (3.6%) | +0.8% | +4.4% |
| 10 Years | +4.2% | +8.7% | +4.5% |
| 15 Years | +10.3% | +14.6% | +4.3% |
| 20 Years |
| +3.9% |
| +8.1% |
| +4.1% |
