Over the latest trailing 12-month period, total return cagr is +0.14%. The comparable SPY value is +16.94%. Year-to-date total return is +4.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GYRE
$64
(0.0x return)
Invested on Apr 12, 2006
Growth of $10,000 in SPY (S&P 500)
$87,593
(8.8x return)
Invested on Apr 12, 2006
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
+4.1%
1-Year Total Return
-0.8%
Current Dividend Yield
N/A
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 | +0.1% | +0.1% | N/A |
| 3 Years | +4.5% | +4.5% | N/A |
| 5 Years | (33.3%) | (0.3%) | +32.9% |
| 10 Years | (30.4%) | (14.9%) | +15.5% |
| 15 Years | (41.9%) | (31.5%) | +10.4% |
| 20 Years |
| (30.1%) |
| (20.9%) |
| +9.2% |
