Over the latest trailing 12-month period, total return cagr is -75.01%. The comparable SPY value is +16.94%. Year-to-date total return is -73.78%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ICMB
$2,499
(0.2x return)
Invested on Feb 6, 2014
Growth of $10,000 in SPY (S&P 500)
$53,404
(5.3x return)
Invested on Feb 6, 2014
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
-73.8%
1-Year Total Return
-75.2%
Current Dividend Yield
39.55%
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 | (76.2%) | (75.0%) | +1.1% |
| 3 Years | (44.1%) | (35.6%) | +8.5% |
| 5 Years | (33.4%) | (23.7%) | +9.7% |
| 10 Years | (22.6%) | (11.4%) | +11.2% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
