Over the latest trailing 12-month period, total return cagr is -28.69%. The comparable SPY value is +17.49%. Year-to-date total return is -9.29%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FDS
$763,828
(76.4x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
-9.3%
1-Year Total Return
-28.7%
Current Dividend Yield
1.74%
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 | (29.9%) | (28.7%) | +1.2% |
| 3 Years | (15.2%) | (14.2%) | +1.0% |
| 5 Years | (7.5%) | (6.5%) | +1.0% |
| 10 Years | +3.9% | +5.1% | +1.1% |
| 15 Years | +8.0% | +9.2% | +1.2% |
| 20 Years |
| +9.1% |
| +10.3% |
| +1.2% |
