Over the latest trailing 12-month period, total return cagr is +100.46%. The comparable SPY value is +16.94%. Year-to-date total return is +107.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FRD
$267,003
(26.7x 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
+107.0%
1-Year Total Return
+101.1%
Current Dividend Yield
0.38%
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 | +99.1% | +100.5% | +1.4% |
| 3 Years | +48.6% | +49.8% | +1.2% |
| 5 Years | +28.6% | +29.7% | +1.1% |
| 10 Years | +23.1% | +24.4% | +1.4% |
| 15 Years | +11.3% | +13.4% | +2.1% |
| 20 Years |
| +8.6% |
| +11.5% |
| +2.9% |
