Over the latest trailing 12-month period, total return cagr is +44.00%. The comparable SPY value is +17.60%. Year-to-date total return is +4.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in CX
$24,314
(2.4x return)
Invested on Sep 15, 1999
Growth of $10,000 in SPY (S&P 500)
$88,682
(8.9x return)
Invested on Sep 15, 1999
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
+4.9%
1-Year Total Return
+44.0%
Current Dividend Yield
0.82%
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 | +42.7% | +44.0% | +1.3% |
| 3 Years | +16.1% | +17.1% | +1.0% |
| 5 Years | +7.4% | +8.0% | +0.5% |
| 10 Years | +5.3% | +5.8% | +0.5% |
| 15 Years | +5.6% | +5.9% | +0.4% |
| 20 Years |
| (2.4%) |
| (1.8%) |
| +0.5% |
