Over the latest trailing 12-month period, total return cagr is -1.90%. The comparable SPY value is +16.94%. Year-to-date total return is +9.34%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FFIN
$340,249
(34.0x 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
+9.3%
1-Year Total Return
-1.9%
Current Dividend Yield
2.56%
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 | (4.4%) | (1.9%) | +2.5% |
| 3 Years | +9.5% | +12.0% | +2.5% |
| 5 Years | (7.5%) | (5.5%) | +2.0% |
| 10 Years | +5.7% | +7.6% | +2.0% |
| 15 Years | +10.7% | +12.8% | +2.2% |
| 20 Years |
| +8.2% |
| +10.5% |
| +2.4% |
