Over the latest trailing 12-month period, total return cagr is +37.23%. The comparable SPY value is +23.56%. Year-to-date total return is +38.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IBKR
$134,171
(13.4x return)
Invested on May 4, 2007
Growth of $10,000 in SPY (S&P 500)
$72,832
(7.3x return)
Invested on May 4, 2007
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
+38.1%
1-Year Total Return
+37.2%
Current Dividend Yield
0.37%
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 | +36.6% | +37.2% | +0.6% |
| 3 Years | +58.3% | +59.2% | +0.8% |
| 5 Years | +41.8% | +42.5% | +0.8% |
| 10 Years | +26.1% | +27.0% | +0.8% |
| 15 Years | +23.6% | +25.0% | +1.4% |
| 20 Years | N/A | N/A | N/A |
