Over the latest trailing 12-month period, total return cagr is +30.74%. The comparable SPY value is +16.94%. Year-to-date total return is +29.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FDBC
$97,660
(9.8x return)
Invested on Oct 8, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 8, 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
+30.0%
1-Year Total Return
+30.9%
Current Dividend Yield
3.12%
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 | +26.1% | +30.7% | +4.6% |
| 3 Years | +7.2% | +10.9% | +3.7% |
| 5 Years | +1.1% | +4.5% | +3.4% |
| 10 Years | +9.2% | +12.3% | +3.1% |
| 15 Years | +10.9% | +14.5% | +3.6% |
| 20 Years | +4.5% | +8.3% | +3.8% |
