Over the latest trailing 12-month period, total return cagr is +40.22%. The comparable SPY value is +16.94%. Year-to-date total return is +33.40%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FCFS
$885,103
(88.5x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+33.4%
1-Year Total Return
+40.4%
Current Dividend Yield
0.79%
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 | +39.0% | +40.2% | +1.2% |
| 3 Years | +27.9% | +29.3% | +1.4% |
| 5 Years | +19.6% | +21.1% | +1.5% |
| 10 Years | +16.0% | +17.6% | +1.6% |
| 15 Years | +11.7% | +12.7% | +1.1% |
| 20 Years |
| +12.5% |
| +13.3% |
| +0.8% |
