Over the latest trailing 12-month period, total return cagr is -17.13%. The comparable SPY value is +16.94%. Year-to-date total return is -2.40%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GWRS
$16,929
(1.7x return)
Invested on Apr 28, 2016
Growth of $10,000 in SPY (S&P 500)
$44,457
(4.4x return)
Invested on Apr 28, 2016
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
-2.4%
1-Year Total Return
-17.2%
Current Dividend Yield
3.79%
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 | (20.1%) | (17.1%) | +3.0% |
| 3 Years | (6.9%) | (4.1%) | +2.8% |
| 5 Years | (15.8%) | (13.5%) | +2.3% |
| 10 Years | +0.2% | +2.9% | +2.7% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
