Over the latest trailing 12-month period, total return cagr is -16.03%. The comparable SPY value is +16.26%. Year-to-date total return is -11.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ICLR
$254,821
(25.5x return)
Invested on May 15, 1998
Growth of $10,000 in SPY (S&P 500)
$114,919
(11.5x return)
Invested on May 15, 1998
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
-11.1%
1-Year Total Return
-16.0%
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 | (16.0%) | (16.0%) | N/A |
| 3 Years | (12.7%) | (12.7%) | N/A |
| 5 Years | (9.2%) | (9.2%) | N/A |
| 10 Years | +7.7% | +7.7% | N/A |
| 15 Years | +16.6% | +16.6% | N/A |
| 20 Years | +11.8% | +11.8% | N/A |
