Over the latest trailing 12-month period, total return cagr is +23.20%. The comparable SPY value is +16.94%. Year-to-date total return is +44.79%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HURC
$52,926
(5.3x 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
+44.8%
1-Year Total Return
+23.3%
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 | +23.2% | +23.2% | N/A |
| 3 Years | +0.8% | +1.3% | +0.5% |
| 5 Years | (7.6%) | (6.4%) | +1.2% |
| 10 Years | (2.3%) | (0.9%) | +1.3% |
| 15 Years | (0.3%) | +0.9% | +1.1% |
| 20 Years |
| (0.6%) |
| +0.3% |
| +0.8% |
