Over the latest trailing 12-month period, total return cagr is +32.03%. The comparable SPY value is +16.94%. Year-to-date total return is +19.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HAFC
$31,679
(3.2x 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
+19.9%
1-Year Total Return
+32.2%
Current Dividend Yield
3.52%
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 | +27.1% | +32.0% | +5.0% |
| 3 Years | +25.3% | +31.5% | +6.2% |
| 5 Years | +9.4% | +14.5% | +5.1% |
| 10 Years | +1.6% | +5.8% | +4.2% |
| 15 Years | +10.6% | +14.1% | +3.5% |
| 20 Years |
| (7.8%) |
| (5.5%) |
| +2.3% |
